RFNHX Mutual Fund

RFNHX Mutual Fund

NAV$100.07
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Returns Overview

1 Month
-1.61%
3 Months
-1.81%
6 Months
+1.11%
YTD
+8.49%
1 Year
+11.62%
3 Years (annualized)
+23.29%
5 Years (annualized)
+11.67%
10 Years (annualized)
+13.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNHX 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)
+8.49%
Peer Avg (YTD)
+5.23%
vs Peers
+3.26%

RFNHX Mutual Fund Performance

RFNHX performance across multiple time periods: 1-month -1.61%, YTD 8.49%, 1-year 11.62%, 3-year 23.29%, 5-year 11.67%, 10-year 13.74%.

RFNHX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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