RAFFX Mutual Fund

NAV$46.39

Returns Overview

1 Month
-1.11%
3 Months
-5.06%
6 Months
-3.09%
YTD
-2.62%
1 Year
+15.42%
3 Years (annualized)
+18.17%
5 Years (annualized)
+11.11%
10 Years (annualized)
+15.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAFFX 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)
-2.62%
Peer Avg (YTD)
+8.97%
vs Peers
-11.60%

RAFFX Mutual Fund Performance

RAFFX performance across multiple time periods: 1-month -1.11%, YTD -2.62%, 1-year 15.42%, 3-year 18.17%, 5-year 11.11%, 10-year 15.38%.

RAFFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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