RPXIX Mutual Fund

RPXIX Mutual Fund

NAV$31.15
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Returns Overview

1 Month
-1.07%
3 Months
+4.10%
6 Months
+16.61%
YTD
+4.56%
1 Year
+5.89%
3 Years (annualized)
+18.25%
5 Years (annualized)
+1.52%
10 Years (annualized)
+12.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPXIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.56%
Peer Avg (YTD)
+8.68%
vs Peers
-4.12%

RPXIX Mutual Fund Performance

RPXIX performance across multiple time periods: 1-month -1.07%, YTD 4.56%, 1-year 5.89%, 3-year 18.25%, 5-year 1.52%, 10-year 12.84%.

RPXIX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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