RAFCX Mutual Fund

NAV$40.84

Returns Overview

1 Month
-2.62%
3 Months
-7.50%
6 Months
-5.53%
YTD
-5.48%
1 Year
+14.74%
3 Years (annualized)
+17.44%
5 Years (annualized)
+10.56%
10 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAFCX 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)
-5.48%
Peer Avg (YTD)
+8.97%
vs Peers
-14.46%

RAFCX Mutual Fund Performance

RAFCX performance across multiple time periods: 1-month -2.62%, YTD -5.48%, 1-year 14.74%, 3-year 17.44%, 5-year 10.56%, 10-year 15.07%.

RAFCX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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