RPIFX

Mutual fund

$9.17 -$0.01 (-0.11%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $9.17High $9.44

Has RPIFX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RPIFX returned +3.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RPIFX
+3.2%
S&P 500
+16.6%
Largest decline 
RPIFX
1.4%
S&P 500
8.9%
Risk-adjusted return 
RPIFX
-0.30
S&P 500
0.98
Downside risk-adjusted return 
RPIFX
-0.57
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

PeriodRPIFXS&P 500
1 month -0.5% +0.6%
3 months +0.7% +3.4%
Year to date +1.2% +13.3%
1 year +3.2% +16.6%
3 years (annualized) +6.4% +23.1%

Volatility (1-year, annualized): 2.2% · Largest decline (max drawdown, since Oct 2021): 5.9%

How are your investments doing?

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