RPGIX Mutual Fund

NAV$26.84

Returns Overview

1 Month
+4.57%
3 Months
+19.99%
6 Months
+19.20%
YTD
+17.25%
1 Year
+44.45%
3 Years (annualized)
+20.96%
5 Years (annualized)
+11.88%
10 Years (annualized)
+14.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPGIX 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
MSCI All Country World Index Industrials Plus Automobiles and Auto Components Net
This Mutual Fund (YTD)
+17.25%
Peer Avg (YTD)
+13.49%
vs Peers
+3.76%

RPGIX Mutual Fund Performance

RPGIX performance across multiple time periods: 1-month 4.57%, YTD 17.25%, 1-year 44.45%, 3-year 20.96%, 5-year 11.88%, 10-year 14.57%.

RPGIX returns outperform the peer average of 13.49% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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