RFJTX Mutual Fund

RFJTX Mutual Fund

NAV$13.65
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Returns Overview

3 Months
+1.43%
6 Months
+2.90%
YTD
+4.26%
1 Year
+10.25%
3 Years (annualized)
+9.84%
5 Years (annualized)
+5.27%
10 Years (annualized)
+6.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFJTX 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
PROUpgrade to run
🏦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
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.26%
Peer Avg (YTD)
+6.99%
vs Peers
-2.74%

RFJTX Mutual Fund Performance

RFJTX performance across multiple time periods: YTD 4.26%, 1-year 10.25%, 3-year 9.84%, 5-year 5.27%, 10-year 6.61%.

RFJTX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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