RAFCX Mutual Fund

RAFCX Mutual Fund

NAV$40.55
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Returns Overview

1 Month
-2.96%
3 Months
-2.43%
6 Months
-0.29%
YTD
+1.87%
1 Year
+2.03%
3 Years (annualized)
+19.05%
5 Years (annualized)
+7.94%
10 Years (annualized)
+14.44%

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)
+1.87%
Peer Avg (YTD)
+5.23%
vs Peers
-3.36%

RAFCX Mutual Fund Performance

RAFCX performance across multiple time periods: 1-month -2.96%, YTD 1.87%, 1-year 2.03%, 3-year 19.05%, 5-year 7.94%, 10-year 14.44%.

RAFCX returns trail the peer average of 5.23% 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.