RFCTX Mutual Fund

RFCTX Mutual Fund

NAV$8.69
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Returns Overview

1 Month
+2.20%
3 Months
-0.28%
6 Months
-1.17%
YTD
-1.13%
1 Year
-0.82%
3 Years (annualized)
+5.06%
5 Years (annualized)
-0.82%
10 Years (annualized)
+1.20%

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)
-1.13%
Peer Avg (YTD)
+0.22%
vs Peers
-1.35%

RFCTX Mutual Fund Performance

RFCTX performance across multiple time periods: 1-month 2.20%, YTD -1.13%, 1-year -0.82%, 3-year 5.06%, 5-year -0.82%, 10-year 1.20%.

RFCTX returns trail the peer average of 0.22% 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.