RPFDX Mutual Fund

RPFDX Mutual Fund

NAV$16.53
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Returns Overview

1 Month
-2.04%
3 Months
+0.25%
6 Months
+12.92%
YTD
+10.93%
1 Year
+14.99%
3 Years (annualized)
+18.24%
5 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPFDX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+7.10%
vs Peers
+3.83%

RPFDX Mutual Fund Performance

RPFDX performance across multiple time periods: 1-month -2.04%, YTD 10.93%, 1-year 14.99%, 3-year 18.24%, 5-year 8.98%.

RPFDX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

RPFDX vs another fund shows side-by-side returns. RPFDX alternatives are available in the Mutual Fund Screener.