RFNAX Mutual Fund

RFNAX Mutual Fund

NAV$102.28
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Returns Overview

1 Month
-1.38%
3 Months
+4.28%
6 Months
+8.60%
YTD
+12.70%
1 Year
+22.76%
3 Years (annualized)
+21.57%
5 Years (annualized)
+13.15%
10 Years (annualized)
+13.84%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+6.23%
vs Peers
+6.47%

RFNAX Mutual Fund Performance

RFNAX performance across multiple time periods: 1-month -1.38%, YTD 12.70%, 1-year 22.76%, 3-year 21.57%, 5-year 13.15%, 10-year 13.84%.

RFNAX returns outperform the peer average of 6.23% 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.