RFRAX Mutual Fund

RFRAX Mutual Fund

NAV$32.63
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Returns Overview

1 Month
+0.91%
3 Months
+1.50%
6 Months
+4.18%
YTD
+2.91%
1 Year
+4.38%
3 Years (annualized)
+6.68%
5 Years (annualized)
+4.83%
10 Years (annualized)
+4.28%

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
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 UBS Leveraged Loan Index
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+2.15%
vs Peers
+0.76%

RFRAX Mutual Fund Performance

RFRAX performance across multiple time periods: 1-month 0.91%, YTD 2.91%, 1-year 4.38%, 3-year 6.68%, 5-year 4.83%, 10-year 4.28%.

RFRAX returns outperform the peer average of 2.15% 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.