RFUTX Mutual Fund

RFUTX Mutual Fund

NAV$22.10
See how much of RFUTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.04%
3 Months
-1.78%
6 Months
+1.61%
YTD
+6.67%
1 Year
+8.83%
3 Years (annualized)
+20.04%
5 Years (annualized)
+8.18%
10 Years (annualized)
+11.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFUTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+14.77%
vs Peers
-8.10%

RFUTX Mutual Fund Performance

RFUTX performance across multiple time periods: 1-month -2.04%, YTD 6.67%, 1-year 8.83%, 3-year 20.04%, 5-year 8.18%, 10-year 11.81%.

RFUTX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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