RFETX Mutual Fund

RFETX Mutual Fund

NAV$19.68
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Returns Overview

1 Month
+0.96%
3 Months
+0.65%
6 Months
+3.25%
YTD
+6.26%
1 Year
+11.20%
3 Years (annualized)
+12.94%
5 Years (annualized)
+6.35%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFETX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.26%
Peer Avg (YTD)
+8.76%
vs Peers
-2.50%

RFETX Mutual Fund Performance

RFETX performance across multiple time periods: 1-month 0.96%, YTD 6.26%, 1-year 11.20%, 3-year 12.94%, 5-year 6.35%, 10-year 9.09%.

RFETX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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