REFGX Mutual Fund

REFGX Mutual Fund

NAV$10.48
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Returns Overview

1 Month
-2.13%
3 Months
+6.64%
6 Months
+11.21%
YTD
+19.06%
1 Year
+32.84%
3 Years (annualized)
+15.18%
5 Years (annualized)
+4.32%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REFGX 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
MSCI Emerging Markets Index
This Mutual Fund (YTD)
+19.06%
Peer Avg (YTD)
+17.66%
vs Peers
+1.40%

REFGX Mutual Fund Performance

REFGX performance across multiple time periods: 1-month -2.13%, YTD 19.06%, 1-year 32.84%, 3-year 15.18%, 5-year 4.32%, 10-year 8.80%.

REFGX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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