RAFBX Mutual Fund

NAV$34.53

Returns Overview

1 Month
-2.65%
3 Months
-8.89%
6 Months
-7.05%
YTD
-7.05%
1 Year
+14.22%
3 Years (annualized)
+18.13%
5 Years (annualized)
+10.97%
10 Years (annualized)
+16.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAFBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-7.05%
Peer Avg (YTD)
+8.97%
vs Peers
-16.02%

RAFBX Mutual Fund Performance

RAFBX performance across multiple time periods: 1-month -2.65%, YTD -7.05%, 1-year 14.22%, 3-year 18.13%, 5-year 10.97%, 10-year 16.90%.

RAFBX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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