RFNGX Mutual Fund

RFNGX Mutual Fund

NAV$101.11
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Returns Overview

1 Month
-1.29%
3 Months
+4.57%
6 Months
+9.19%
YTD
+13.41%
1 Year
+24.10%
3 Years (annualized)
+22.90%
5 Years (annualized)
+14.39%
10 Years (annualized)
+15.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNGX 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)
+13.41%
Peer Avg (YTD)
+6.23%
vs Peers
+7.18%

RFNGX Mutual Fund Performance

RFNGX performance across multiple time periods: 1-month -1.29%, YTD 13.41%, 1-year 24.10%, 3-year 22.90%, 5-year 14.39%, 10-year 15.09%.

RFNGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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