RFNAX Mutual Fund

RFNAX Mutual Fund

NAV$103.66
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Returns Overview

1 Month
-0.20%
3 Months
+18.47%
6 Months
+14.28%
YTD
+13.14%
1 Year
+26.63%
3 Years (annualized)
+22.05%
5 Years (annualized)
+12.78%
10 Years (annualized)
+13.57%

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
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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)
+13.14%
Peer Avg (YTD)
+8.97%
vs Peers
+4.17%

RFNAX Mutual Fund Performance

RFNAX performance across multiple time periods: 1-month -0.20%, YTD 13.14%, 1-year 26.63%, 3-year 22.05%, 5-year 12.78%, 10-year 13.57%.

RFNAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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