RFNHX Mutual Fund

NAV$102.97

Returns Overview

1 Month
-0.13%
3 Months
+18.74%
6 Months
+14.82%
YTD
+13.65%
1 Year
+27.82%
3 Years (annualized)
+23.20%
5 Years (annualized)
+13.74%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNHX 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)
+13.65%
Peer Avg (YTD)
+8.97%
vs Peers
+4.68%

RFNHX Mutual Fund Performance

RFNHX performance across multiple time periods: 1-month -0.13%, YTD 13.65%, 1-year 27.82%, 3-year 23.20%, 5-year 13.74%, 10-year 14.60%.

RFNHX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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