RFNCX Mutual Fund

RFNCX Mutual Fund

NAV$101.57
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Returns Overview

1 Month
-1.35%
3 Months
+4.40%
6 Months
+8.84%
YTD
+12.98%
1 Year
+23.30%
3 Years (annualized)
+22.11%
5 Years (annualized)
+13.65%
10 Years (annualized)
+14.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNCX 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)
+12.98%
Peer Avg (YTD)
+6.23%
vs Peers
+6.75%

RFNCX Mutual Fund Performance

RFNCX performance across multiple time periods: 1-month -1.35%, YTD 12.98%, 1-year 23.30%, 3-year 22.11%, 5-year 13.65%, 10-year 14.35%.

RFNCX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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