RFNFX Mutual Fund

RFNFX Mutual Fund

NAV$105.00

Returns Overview

1 Month
-0.11%
3 Months
+18.77%
6 Months
+14.86%
YTD
+13.70%
1 Year
+27.94%
3 Years (annualized)
+23.33%
5 Years (annualized)
+13.97%
10 Years (annualized)
+14.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.70%
Peer Avg (YTD)
+8.97%
vs Peers
+4.73%

RFNFX Mutual Fund Performance

RFNFX performance across multiple time periods: 1-month -0.11%, YTD 13.70%, 1-year 27.94%, 3-year 23.33%, 5-year 13.97%, 10-year 14.77%.

RFNFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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