RFDAX Mutual Fund

RFDAX Mutual Fund

NAV$8.87
See how much of RFDAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.48%
3 Months
-0.85%
6 Months
-1.21%
YTD
-0.88%
1 Year
+2.15%
3 Years (annualized)
+2.47%
5 Years (annualized)
-2.14%
10 Years (annualized)
+0.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFDAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.88%
Peer Avg (YTD)
+1.14%
vs Peers
-2.02%

RFDAX Mutual Fund Performance

RFDAX performance across multiple time periods: 1-month -1.48%, YTD -0.88%, 1-year 2.15%, 3-year 2.47%, 5-year -2.14%, 10-year 0.45%.

RFDAX returns trail the peer average of 1.14% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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