RPIFX Mutual Fund

RPIFX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
+0.12%
3 Months
+1.11%
6 Months
+2.81%
YTD
+2.38%
1 Year
+3.99%
3 Years (annualized)
+7.26%
5 Years (annualized)
+5.71%
10 Years (annualized)
+4.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPIFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+0.50%
vs Peers
+1.88%

RPIFX Mutual Fund Performance

RPIFX performance across multiple time periods: 1-month 0.12%, YTD 2.38%, 1-year 3.99%, 3-year 7.26%, 5-year 5.71%, 10-year 4.99%.

RPIFX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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