RFATX Mutual Fund

RFATX Mutual Fund

NAV$17.79
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Returns Overview

1 Month
-1.44%
3 Months
-0.79%
6 Months
-0.96%
YTD
-0.63%
1 Year
+2.43%
3 Years (annualized)
+2.97%
5 Years (annualized)
-1.64%
10 Years (annualized)
+0.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFATX 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
PROUpgrade to run
🏦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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.63%
Peer Avg (YTD)
+0.12%
vs Peers
-0.75%

RFATX Mutual Fund Performance

RFATX performance across multiple time periods: 1-month -1.44%, YTD -0.63%, 1-year 2.43%, 3-year 2.97%, 5-year -1.64%, 10-year 0.77%.

RFATX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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