RPTIX Mutual Fund

NAV$102.29

Returns Overview

1 Month
+2.44%
3 Months
+9.36%
6 Months
+4.93%
YTD
+4.31%
1 Year
+7.67%
3 Years (annualized)
+8.28%
5 Years (annualized)
+3.13%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPTIX 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
Lipper Mid Cap Growth Funds Index(^LMCGFI)
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+10.82%
vs Peers
-6.51%

RPTIX Mutual Fund Performance

RPTIX performance across multiple time periods: 1-month 2.44%, YTD 4.31%, 1-year 7.67%, 3-year 8.28%, 5-year 3.13%, 10-year 10.43%.

RPTIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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