RFKTX Mutual Fund

NAV$33.28

Returns Overview

1 Month
+0.57%
3 Months
+15.06%
6 Months
+11.28%
YTD
+10.44%
1 Year
+21.41%
3 Years (annualized)
+18.30%
5 Years (annualized)
+9.65%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFKTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.44%
Peer Avg (YTD)
+7.64%
vs Peers
+2.80%

RFKTX Mutual Fund Performance

RFKTX performance across multiple time periods: 1-month 0.57%, YTD 10.44%, 1-year 21.41%, 3-year 18.30%, 5-year 9.65%, 10-year 12.34%.

RFKTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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