RFEBX Mutual Fund

RFEBX Mutual Fund

NAV$97.26
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Returns Overview

1 Month
-1.67%
3 Months
-1.98%
6 Months
+0.75%
YTD
+7.90%
1 Year
+10.87%
3 Years (annualized)
+22.48%
5 Years (annualized)
+10.94%
10 Years (annualized)
+13.00%

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)
+7.90%
Peer Avg (YTD)
+5.23%
vs Peers
+2.66%

RFEBX Mutual Fund Performance

RFEBX performance across multiple time periods: 1-month -1.67%, YTD 7.90%, 1-year 10.87%, 3-year 22.48%, 5-year 10.94%, 10-year 13.00%.

RFEBX returns outperform the peer average of 5.23% 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.