RFRCX Mutual Fund

RFRCX Mutual Fund

NAV$32.83
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Returns Overview

1 Month
+0.63%
3 Months
+1.02%
6 Months
+2.13%
YTD
+1.54%
1 Year
+3.15%
3 Years (annualized)
+5.98%
5 Years (annualized)
+4.33%
10 Years (annualized)
+3.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFRCX 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)
+1.54%
Peer Avg (YTD)
+0.12%
vs Peers
+1.42%

RFRCX Mutual Fund Performance

RFRCX performance across multiple time periods: 1-month 0.63%, YTD 1.54%, 1-year 3.15%, 3-year 5.98%, 5-year 4.33%, 10-year 3.69%.

RFRCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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