RFNBX Mutual Fund

RFNBX Mutual Fund

NAV$97.00
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Returns Overview

1 Month
-1.69%
3 Months
-2.04%
6 Months
+2.15%
YTD
+9.29%
1 Year
+12.25%
3 Years (annualized)
+22.75%
5 Years (annualized)
+11.05%
10 Years (annualized)
+12.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNBX 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)
+9.29%
Peer Avg (YTD)
+5.23%
vs Peers
+4.05%

RFNBX Mutual Fund Performance

RFNBX performance across multiple time periods: 1-month -1.69%, YTD 9.29%, 1-year 12.25%, 3-year 22.75%, 5-year 11.05%, 10-year 12.89%.

RFNBX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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