RPFRX Mutual Fund

RPFRX Mutual Fund

NAV$37.96
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Returns Overview

1 Month
-6.57%
3 Months
-7.96%
6 Months
+4.96%
YTD
+3.39%
1 Year
-2.44%
3 Years (annualized)
+5.78%
5 Years (annualized)
-0.40%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPFRX 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
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+3.39%
Peer Avg (YTD)
+4.73%
vs Peers
-1.35%

RPFRX Mutual Fund Performance

RPFRX performance across multiple time periods: 1-month -6.57%, YTD 3.39%, 1-year -2.44%, 3-year 5.78%, 5-year -0.40%, 10-year 3.81%.

RPFRX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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