RFNCX Mutual Fund

NAV$102.86

Returns Overview

1 Month
-0.16%
3 Months
+18.60%
6 Months
+14.53%
YTD
+13.38%
1 Year
+27.18%
3 Years (annualized)
+22.59%
5 Years (annualized)
+13.29%
10 Years (annualized)
+14.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.38%
Peer Avg (YTD)
+8.97%
vs Peers
+4.41%

RFNCX Mutual Fund Performance

RFNCX performance across multiple time periods: 1-month -0.16%, YTD 13.38%, 1-year 27.18%, 3-year 22.59%, 5-year 13.29%, 10-year 14.07%.

RFNCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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