MFRFX Mutual Fund

MFRFX Mutual Fund

NAV$62.35
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Returns Overview

1 Month
+1.79%
3 Months
+1.96%
6 Months
+8.54%
YTD
+8.50%
1 Year
+12.63%
3 Years (annualized)
+15.72%
5 Years (annualized)
+8.66%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFRFX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.50%
Peer Avg (YTD)
+11.21%
vs Peers
-2.71%

MFRFX Mutual Fund Performance

MFRFX performance across multiple time periods: 1-month 1.79%, YTD 8.50%, 1-year 12.63%, 3-year 15.72%, 5-year 8.66%, 10-year 12.92%.

MFRFX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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