RFRFX Mutual Fund

RFRFX Mutual Fund

NAV$32.70
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Returns Overview

1 Month
-0.16%
3 Months
+0.91%
6 Months
+2.24%
YTD
+3.09%
1 Year
+4.05%
3 Years (annualized)
+6.81%
5 Years (annualized)
+5.36%
10 Years (annualized)
+4.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFRFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P UBS Leveraged Loan Index
This Mutual Fund (YTD)
+3.09%
Peer Avg (YTD)
+2.28%
vs Peers
+0.81%

RFRFX Mutual Fund Performance

RFRFX performance across multiple time periods: 1-month -0.16%, YTD 3.09%, 1-year 4.05%, 3-year 6.81%, 5-year 5.36%, 10-year 4.90%.

RFRFX returns outperform the peer average of 2.28% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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