RFNEX Mutual Fund

RFNEX Mutual Fund

NAV$100.03
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Returns Overview

1 Month
-1.63%
3 Months
-1.86%
6 Months
+0.99%
YTD
+8.31%
1 Year
+11.38%
3 Years (annualized)
+23.05%
5 Years (annualized)
+11.55%
10 Years (annualized)
+13.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNEX 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)
+8.31%
Peer Avg (YTD)
+5.23%
vs Peers
+3.08%

RFNEX Mutual Fund Performance

RFNEX performance across multiple time periods: 1-month -1.63%, YTD 8.31%, 1-year 11.38%, 3-year 23.05%, 5-year 11.55%, 10-year 13.56%.

RFNEX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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