RRFDX Mutual Fund

RRFDX Mutual Fund

NAV$46.22
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Returns Overview

1 Month
+4.29%
3 Months
+1.47%
6 Months
+9.58%
YTD
+17.98%
1 Year
+24.12%
3 Years (annualized)
+19.56%
5 Years (annualized)
+10.20%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRFDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+17.98%
Peer Avg (YTD)
+12.44%
vs Peers
+5.54%

RRFDX Mutual Fund Performance

RRFDX performance across multiple time periods: 1-month 4.29%, YTD 17.98%, 1-year 24.12%, 3-year 19.56%, 5-year 10.20%, 10-year 11.48%.

RRFDX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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