RAFFX Mutual Fund

RAFFX Mutual Fund

NAV$45.30
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Returns Overview

1 Month
-2.93%
3 Months
-2.29%
6 Months
-0.00%
YTD
+2.37%
1 Year
+2.62%
3 Years (annualized)
+20.12%
5 Years (annualized)
+6.66%
10 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAFFX 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)
+2.37%
Peer Avg (YTD)
+5.23%
vs Peers
-2.86%

RAFFX Mutual Fund Performance

RAFFX performance across multiple time periods: 1-month -2.93%, YTD 2.37%, 1-year 2.62%, 3-year 20.12%, 5-year 6.66%, 10-year 12.72%.

RAFFX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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