RFETX Mutual Fund

RFETX Mutual Fund

NAV$19.96
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Returns Overview

1 Month
-0.45%
3 Months
+1.95%
6 Months
+3.77%
YTD
+5.25%
1 Year
+12.19%
3 Years (annualized)
+12.22%
5 Years (annualized)
+6.62%
10 Years (annualized)
+9.06%

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
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📉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)
+5.25%
Peer Avg (YTD)
+6.99%
vs Peers
-1.74%

RFETX Mutual Fund Performance

RFETX performance across multiple time periods: 1-month -0.45%, YTD 5.25%, 1-year 12.19%, 3-year 12.22%, 5-year 6.62%, 10-year 9.06%.

RFETX returns trail the peer average of 6.99% 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.