REFTX Mutual Fund

NAV$22.65

Returns Overview

1 Month
+0.27%
3 Months
+9.36%
6 Months
+7.34%
YTD
+6.84%
1 Year
+15.03%
3 Years (annualized)
+14.45%
5 Years (annualized)
+7.67%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REFTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+7.64%
vs Peers
-0.80%

REFTX Mutual Fund Performance

REFTX performance across multiple time periods: 1-month 0.27%, YTD 6.84%, 1-year 15.03%, 3-year 14.45%, 5-year 7.67%, 10-year 10.67%.

REFTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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