RPFRX Mutual Fund

NAV$42.65

Returns Overview

1 Month
+2.08%
3 Months
+10.04%
6 Months
+12.36%
YTD
+15.02%
1 Year
+7.89%
3 Years (annualized)
+6.92%
5 Years (annualized)
+1.40%
10 Years (annualized)
+3.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPFRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+15.02%
Peer Avg (YTD)
+11.24%
vs Peers
+3.78%

RPFRX Mutual Fund Performance

RPFRX performance across multiple time periods: 1-month 2.08%, YTD 15.02%, 1-year 7.89%, 3-year 6.92%, 5-year 1.40%, 10-year 3.99%.

RPFRX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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