RFNAX Mutual Fund

RFNAX Mutual Fund

NAV$99.72
See how much of RFNAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.70%
3 Months
-2.04%
6 Months
+2.15%
YTD
+10.39%
1 Year
+12.25%
3 Years (annualized)
+24.28%
5 Years (annualized)
+11.97%
10 Years (annualized)
+13.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.39%
Peer Avg (YTD)
+4.64%
vs Peers
+5.75%

RFNAX Mutual Fund Performance

RFNAX performance across multiple time periods: 1-month -1.70%, YTD 10.39%, 1-year 12.25%, 3-year 24.28%, 5-year 11.97%, 10-year 13.62%.

RFNAX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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