RAFCX Mutual Fund

RAFCX Mutual Fund

NAV$42.15
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Returns Overview

1 Month
-0.81%
3 Months
+2.19%
6 Months
+4.36%
YTD
+4.41%
1 Year
+11.14%
3 Years (annualized)
+15.89%
5 Years (annualized)
+8.03%
10 Years (annualized)
+12.22%

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)
+4.41%
Peer Avg (YTD)
+6.23%
vs Peers
-1.82%

RAFCX Mutual Fund Performance

RAFCX performance across multiple time periods: 1-month -0.81%, YTD 4.41%, 1-year 11.14%, 3-year 15.89%, 5-year 8.03%, 10-year 12.22%.

RAFCX returns trail the peer average of 6.23% 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.