RFRAX Mutual Fund

RFRAX Mutual Fund

NAV$32.82
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Returns Overview

1 Month
+0.72%
3 Months
+1.24%
6 Months
+2.51%
YTD
+1.98%
1 Year
+3.96%
3 Years (annualized)
+6.79%
5 Years (annualized)
+5.12%
10 Years (annualized)
+4.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFRAX 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
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📉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 UBS Leveraged Loan Index
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+0.12%
vs Peers
+1.86%

RFRAX Mutual Fund Performance

RFRAX performance across multiple time periods: 1-month 0.72%, YTD 1.98%, 1-year 3.96%, 3-year 6.79%, 5-year 5.12%, 10-year 4.47%.

RFRAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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