RFDAX Mutual Fund

RFDAX Mutual Fund

NAV$8.69
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Returns Overview

1 Month
+2.20%
3 Months
-0.71%
6 Months
-1.55%
YTD
-1.58%
1 Year
-1.34%
3 Years (annualized)
+4.66%
5 Years (annualized)
-1.15%
10 Years (annualized)
+0.90%

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
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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)
-1.58%
Peer Avg (YTD)
+0.41%
vs Peers
-1.99%

RFDAX Mutual Fund Performance

RFDAX performance across multiple time periods: 1-month 2.20%, YTD -1.58%, 1-year -1.34%, 3-year 4.66%, 5-year -1.15%, 10-year 0.90%.

RFDAX returns trail the peer average of 0.41% 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.