RPMAX Mutual Fund

RPMAX Mutual Fund

NAV$18.94
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Returns Overview

1 Month
-3.65%
3 Months
-6.02%
6 Months
+18.54%
YTD
+19.83%
1 Year
+22.61%
3 Years (annualized)
+18.61%
5 Years (annualized)
+13.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPMAX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+19.83%
Peer Avg (YTD)
+10.34%
vs Peers
+9.49%

RPMAX Mutual Fund Performance

RPMAX performance across multiple time periods: 1-month -3.65%, YTD 19.83%, 1-year 22.61%, 3-year 18.61%, 5-year 13.20%.

RPMAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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