RFNGX Mutual Fund

RFNGX Mutual Fund

NAV$103.57
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Returns Overview

1 Month
+1.13%
3 Months
-0.29%
6 Months
+10.04%
YTD
+13.52%
1 Year
+24.22%
3 Years (annualized)
+24.06%
5 Years (annualized)
+14.09%
10 Years (annualized)
+15.01%

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)
+13.52%
Peer Avg (YTD)
+8.51%
vs Peers
+5.01%

RFNGX Mutual Fund Performance

RFNGX performance across multiple time periods: 1-month 1.13%, YTD 13.52%, 1-year 24.22%, 3-year 24.06%, 5-year 14.09%, 10-year 15.01%.

RFNGX returns outperform the peer average of 8.51% 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.