RAFCX Mutual Fund

RAFCX Mutual Fund

NAV$41.83
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Returns Overview

1 Month
+2.07%
3 Months
+0.10%
6 Months
+8.89%
YTD
+6.57%
1 Year
+12.31%
3 Years (annualized)
+17.37%
5 Years (annualized)
+9.73%
10 Years (annualized)
+14.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAFCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+8.51%
vs Peers
-1.94%

RAFCX Mutual Fund Performance

RAFCX performance across multiple time periods: 1-month 2.07%, YTD 6.57%, 1-year 12.31%, 3-year 17.37%, 5-year 9.73%, 10-year 14.72%.

RAFCX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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