RPFGX Mutual Fund

NAV$73.25

Returns Overview

1 Month
-2.45%
3 Months
+1.83%
6 Months
+3.93%
YTD
-4.60%
1 Year
+15.03%
3 Years
+18.05%
5 Years
+13.89%
10 Years
+12.72%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would RPFGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.60%
Peer Avg (YTD)
+2.40%
vs Peers
-7.00%

RPFGX Mutual Fund Performance

RPFGX performance across multiple time periods: 1-month -2.45%, YTD -4.60%, 1-year 15.03%, 3-year 18.05%, 5-year 13.89%, 10-year 12.72%.

RPFGX returns trail the peer average of 2.40% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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