RFBAX Mutual Fund

RFBAX Mutual Fund

NAV$5.13
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Returns Overview

1 Month
+1.05%
3 Months
+0.77%
6 Months
+1.14%
YTD
+1.97%
1 Year
+2.50%
3 Years (annualized)
+4.23%
5 Years (annualized)
+1.76%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFBAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government Bond Index(^BBU13YG)
This Mutual Fund (YTD)
+1.97%
Peer Avg (YTD)
+1.95%
vs Peers
+0.02%

RFBAX Mutual Fund Performance

RFBAX performance across multiple time periods: 1-month 1.05%, YTD 1.97%, 1-year 2.50%, 3-year 4.23%, 5-year 1.76%, 10-year 1.20%.

RFBAX returns outperform the peer average of 1.95% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

RFBAX vs another fund shows side-by-side returns. RFBAX alternatives are available in the Mutual Fund Screener.