RPISX Mutual Fund

RPISX Mutual Fund

NAV$6.89
See how much of RPISX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.39%
3 Months
-1.28%
6 Months
-0.50%
YTD
-2.24%
1 Year
-2.45%
3 Years (annualized)
+3.74%
5 Years (annualized)
-2.92%
10 Years (annualized)
-0.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPISX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate ex USD Index(LG38TRUU)
This Mutual Fund (YTD)
-2.24%
Peer Avg (YTD)
-1.59%
vs Peers
-0.65%

RPISX Mutual Fund Performance

RPISX performance across multiple time periods: 1-month -2.39%, YTD -2.24%, 1-year -2.45%, 3-year 3.74%, 5-year -2.92%, 10-year -0.15%.

RPISX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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