REFTX Mutual Fund

REFTX Mutual Fund

NAV$22.82
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Returns Overview

1 Month
-0.71%
3 Months
+2.32%
6 Months
+4.46%
YTD
+6.08%
1 Year
+13.62%
3 Years (annualized)
+13.28%
5 Years (annualized)
+7.32%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REFTX 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
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📉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 ACWI ex US Index
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+6.99%
vs Peers
-0.91%

REFTX Mutual Fund Performance

REFTX performance across multiple time periods: 1-month -0.71%, YTD 6.08%, 1-year 13.62%, 3-year 13.28%, 5-year 7.32%, 10-year 10.22%.

REFTX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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