REFTX Mutual Fund

REFTX Mutual Fund

NAV$22.24
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Returns Overview

1 Month
+1.20%
3 Months
+0.75%
6 Months
+4.35%
YTD
+7.36%
1 Year
+12.84%
3 Years (annualized)
+14.45%
5 Years (annualized)
+7.15%
10 Years (annualized)
+10.35%

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)
+7.36%
Peer Avg (YTD)
+8.76%
vs Peers
-1.40%

REFTX Mutual Fund Performance

REFTX performance across multiple time periods: 1-month 1.20%, YTD 7.36%, 1-year 12.84%, 3-year 14.45%, 5-year 7.15%, 10-year 10.35%.

REFTX returns trail the peer average of 8.76% 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.