RFBAX Mutual Fund

NAV$5.15

Returns Overview

1 Month
+0.25%
3 Months
+0.56%
6 Months
+1.33%
YTD
+1.33%
1 Year
+3.28%
3 Years (annualized)
+4.18%
5 Years (annualized)
+1.46%
10 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFBAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government Bond Index(^BBU13YG)
This Mutual Fund (YTD)
+1.33%
Peer Avg (YTD)
+1.92%
vs Peers
-0.59%

RFBAX Mutual Fund Performance

RFBAX performance across multiple time periods: 1-month 0.25%, YTD 1.33%, 1-year 3.28%, 3-year 4.18%, 5-year 1.46%, 10-year 1.11%.

RFBAX returns trail the peer average of 1.92% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

RFBAX performance comparison shows side-by-side returns with another fund. RFBAX alternatives are available in the Mutual Fund Screener.