RFNEX Mutual Fund

NAV$104.04

Returns Overview

1 Month
-0.15%
3 Months
+18.68%
6 Months
+14.69%
YTD
+13.54%
1 Year
+27.55%
3 Years (annualized)
+22.96%
5 Years (annualized)
+13.62%
10 Years (annualized)
+14.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.54%
Peer Avg (YTD)
+8.97%
vs Peers
+4.57%

RFNEX Mutual Fund Performance

RFNEX performance across multiple time periods: 1-month -0.15%, YTD 13.54%, 1-year 27.55%, 3-year 22.96%, 5-year 13.62%, 10-year 14.43%.

RFNEX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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