RFKTX Mutual Fund

RFKTX Mutual Fund

NAV$33.58
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Returns Overview

1 Month
-1.67%
3 Months
+3.48%
6 Months
+6.46%
YTD
+8.59%
1 Year
+18.45%
3 Years (annualized)
+16.89%
5 Years (annualized)
+9.34%
10 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFKTX 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)
+8.59%
Peer Avg (YTD)
+6.99%
vs Peers
+1.60%

RFKTX Mutual Fund Performance

RFKTX performance across multiple time periods: 1-month -1.67%, YTD 8.59%, 1-year 18.45%, 3-year 16.89%, 5-year 9.34%, 10-year 11.88%.

RFKTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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