RFIMX Mutual Fund

RFIMX Mutual Fund

NAV$8.42
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Returns Overview

1 Month
-9.34%
3 Months
+0.85%
6 Months
+8.44%
YTD
+13.61%
1 Year
+22.58%
3 Years (annualized)
+4.76%
5 Years (annualized)
+2.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFIMX 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
Russell Microcap Growth(^RUMICG)
This Mutual Fund (YTD)
+13.61%
Peer Avg (YTD)
+15.31%
vs Peers
-1.71%

RFIMX Mutual Fund Performance

RFIMX performance across multiple time periods: 1-month -9.34%, YTD 13.61%, 1-year 22.58%, 3-year 4.76%, 5-year 2.32%.

RFIMX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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