RFCCX Mutual Fund

RFCCX Mutual Fund

NAV$8.48
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Returns Overview

1 Month
+0.29%
3 Months
-1.02%
6 Months
-2.78%
YTD
-1.05%
1 Year
+0.40%
3 Years (annualized)
+2.08%
5 Years (annualized)
-2.61%
10 Years (annualized)
-0.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFCCX 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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.05%
Peer Avg (YTD)
+1.02%
vs Peers
-2.07%

RFCCX Mutual Fund Performance

RFCCX performance across multiple time periods: 1-month 0.29%, YTD -1.05%, 1-year 0.40%, 3-year 2.08%, 5-year -2.61%, 10-year -0.12%.

RFCCX returns trail the peer average of 1.02% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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