RPTIX Mutual Fund

RPTIX Mutual Fund

NAV$102.20
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Returns Overview

1 Month
-2.93%
3 Months
-3.43%
6 Months
+5.61%
YTD
+0.73%
1 Year
+2.19%
3 Years (annualized)
+8.00%
5 Years (annualized)
+2.14%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPTIX 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
Lipper Mid Cap Growth Funds Index(^LMCGFI)
This Mutual Fund (YTD)
+0.73%
Peer Avg (YTD)
+6.72%
vs Peers
-5.99%

RPTIX Mutual Fund Performance

RPTIX performance across multiple time periods: 1-month -2.93%, YTD 0.73%, 1-year 2.19%, 3-year 8.00%, 5-year 2.14%, 10-year 9.90%.

RPTIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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