RFRPX Mutual Fund

NAV$16.04

Returns Overview

1 Month
-0.02%
3 Months
+7.33%
6 Months
+7.06%
YTD
+6.56%
1 Year
+14.62%
3 Years (annualized)
+13.48%
5 Years (annualized)
+7.37%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFRPX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+6.56%
Peer Avg (YTD)
+5.87%
vs Peers
+0.70%

RFRPX Mutual Fund Performance

RFRPX performance across multiple time periods: 1-month -0.02%, YTD 6.56%, 1-year 14.62%, 3-year 13.48%, 5-year 7.37%, 10-year 7.78%.

RFRPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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