RFIMX Mutual Fund

RFIMX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
-0.48%
3 Months
-0.36%
6 Months
+5.73%
YTD
+13.06%
1 Year
+12.24%
3 Years (annualized)
+6.55%
5 Years (annualized)
+2.11%

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)
+13.06%
Peer Avg (YTD)
+15.20%
vs Peers
-2.14%

RFIMX Mutual Fund Performance

RFIMX performance across multiple time periods: 1-month -0.48%, YTD 13.06%, 1-year 12.24%, 3-year 6.55%, 5-year 2.11%.

RFIMX returns trail the peer average of 15.20% 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.