RFBAX Mutual Fund

RFBAX Mutual Fund

NAV$5.10
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Returns Overview

1 Month
+0.25%
3 Months
+0.37%
6 Months
+0.74%
YTD
+1.45%
1 Year
+2.46%
3 Years (annualized)
+4.00%
5 Years (annualized)
+1.52%
10 Years (annualized)
+1.15%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government Bond Index(^BBU13YG)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+1.88%
vs Peers
-0.43%

RFBAX Mutual Fund Performance

RFBAX performance across multiple time periods: 1-month 0.25%, YTD 1.45%, 1-year 2.46%, 3-year 4.00%, 5-year 1.52%, 10-year 1.15%.

RFBAX returns trail the peer average of 1.88% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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