RPEIX Mutual Fund

NAV$7.56

Returns Overview

1 Month
+0.13%
3 Months
+4.85%
6 Months
+3.39%
YTD
+3.12%
1 Year
+3.13%
3 Years (annualized)
+3.59%
5 Years (annualized)
+1.66%
10 Years (annualized)
+2.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPEIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+3.12%
Peer Avg (YTD)
+0.99%
vs Peers
+2.12%

RPEIX Mutual Fund Performance

RPEIX performance across multiple time periods: 1-month 0.13%, YTD 3.12%, 1-year 3.13%, 3-year 3.59%, 5-year 1.66%, 10-year 2.09%.

RPEIX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

RPEIX performance comparison shows side-by-side returns with another fund. RPEIX alternatives are available in the Mutual Fund Screener.