ROFCX Mutual Fund

NAV$15.07

Returns Overview

1 Month
-4.86%
3 Months
+4.29%
6 Months
+14.17%
YTD
+23.73%
1 Year
+52.42%
3 Years (annualized)
+21.91%
5 Years (annualized)
+10.73%
10 Years (annualized)
+15.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROFCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.73%
Peer Avg (YTD)
+18.52%
vs Peers
+5.20%

ROFCX Mutual Fund Performance

ROFCX performance across multiple time periods: 1-month -4.86%, YTD 23.73%, 1-year 52.42%, 3-year 21.91%, 5-year 10.73%, 10-year 15.15%.

ROFCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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