RPGEX Mutual Fund

RPGEX Mutual Fund

NAV$50.35
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Returns Overview

1 Month
-0.26%
3 Months
+0.26%
6 Months
+18.06%
YTD
+12.42%
1 Year
+15.88%
3 Years (annualized)
+17.39%
5 Years (annualized)
+4.21%
10 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPGEX 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
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📉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
MSCI All Country World Index
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+8.68%
vs Peers
+3.74%

RPGEX Mutual Fund Performance

RPGEX performance across multiple time periods: 1-month -0.26%, YTD 12.42%, 1-year 15.88%, 3-year 17.39%, 5-year 4.21%, 10-year 12.71%.

RPGEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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