RFXAX Mutual Fund

RFXAX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
+0.67%
3 Months
+0.98%
6 Months
+1.53%
YTD
+3.08%
1 Year
+3.99%
3 Years (annualized)
+5.97%
5 Years (annualized)
+3.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFXAX 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
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🏦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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.08%
Peer Avg (YTD)
+2.28%
vs Peers
+0.80%

RFXAX Mutual Fund Performance

RFXAX performance across multiple time periods: 1-month 0.67%, YTD 3.08%, 1-year 3.99%, 3-year 5.97%, 5-year 3.93%.

RFXAX returns outperform the peer average of 2.28% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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