RFEBX Mutual Fund

RFEBX Mutual Fund

NAV$101.11
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Returns Overview

1 Month
-1.36%
3 Months
+4.36%
6 Months
+8.76%
YTD
+11.76%
1 Year
+23.11%
3 Years (annualized)
+20.42%
5 Years (annualized)
+12.45%
10 Years (annualized)
+13.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFEBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.76%
Peer Avg (YTD)
+6.23%
vs Peers
+5.52%

RFEBX Mutual Fund Performance

RFEBX performance across multiple time periods: 1-month -1.36%, YTD 11.76%, 1-year 23.11%, 3-year 20.42%, 5-year 12.45%, 10-year 13.39%.

RFEBX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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