RFCTX Mutual Fund

RFCTX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
+0.38%
3 Months
-0.75%
6 Months
-2.33%
YTD
-0.48%
1 Year
+1.38%
3 Years (annualized)
+3.09%
5 Years (annualized)
-1.64%
10 Years (annualized)
+1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFCTX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.48%
Peer Avg (YTD)
+1.02%
vs Peers
-1.50%

RFCTX Mutual Fund Performance

RFCTX performance across multiple time periods: 1-month 0.38%, YTD -0.48%, 1-year 1.38%, 3-year 3.09%, 5-year -1.64%, 10-year 1.05%.

RFCTX returns trail the peer average of 1.02% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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