RFITX Mutual Fund

RFITX Mutual Fund

NAV$26.54
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Returns Overview

1 Month
-1.48%
3 Months
+3.43%
6 Months
+6.36%
YTD
+8.45%
1 Year
+18.10%
3 Years (annualized)
+16.25%
5 Years (annualized)
+9.05%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFITX 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)
+8.45%
Peer Avg (YTD)
+6.99%
vs Peers
+1.46%

RFITX Mutual Fund Performance

RFITX performance across multiple time periods: 1-month -1.48%, YTD 8.45%, 1-year 18.10%, 3-year 16.25%, 5-year 9.05%, 10-year 11.72%.

RFITX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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