RPELX

Mutual fund

$8.13 -$0.01 (-0.12%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $8.13High $8.89

Has RPELX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RPELX returned -2.0%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RPELX
-2.0%
S&P 500
+16.6%
Largest decline 
RPELX
4.3%
S&P 500
8.9%
Risk-adjusted return 
RPELX
-1.52
S&P 500
0.97
Downside risk-adjusted return 
RPELX
-2.27
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRPELXS&P 500
1 month -2.3% +0.6%
3 months -2.2% +3.4%
Year to date -3.3% +13.3%
1 year -2.0% +16.6%
3 years (annualized) +3.7% +23.1%

Volatility (1-year, annualized): 3.8% · Largest decline (max drawdown, since Oct 2021): 7.3%

How are your investments doing?

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