RPMFX

Mutual fund

$19.01 -$0.04 (-0.21%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $15.49High $20.62

Has RPMFX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RPMFX returned +24.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RPMFX
+24.2%
S&P 500
+16.6%
Largest decline 
RPMFX
9.2%
S&P 500
8.9%
Risk-adjusted return 
RPMFX
1.16
S&P 500
0.97
Downside risk-adjusted return 
RPMFX
1.78
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

PeriodRPMFXS&P 500
1 month -1.1% +0.6%
3 months -4.8% +3.4%
Year to date +20.9% +13.3%
1 year +24.2% +16.6%
3 years (annualized) +20.5% +23.1%

Volatility (1-year, annualized): 16.7% · Largest decline (max drawdown, since Oct 2021): 23.4%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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