RFRCX Mutual Fund

NAV$32.74

Returns Overview

1 Month
-0.17%
3 Months
+1.55%
6 Months
+0.91%
YTD
+0.91%
1 Year
+3.44%
3 Years (annualized)
+6.19%
5 Years (annualized)
+3.82%
10 Years (annualized)
+3.59%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P UBS Leveraged Loan Index
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+3.23%
vs Peers
-2.32%

RFRCX Mutual Fund Performance

RFRCX performance across multiple time periods: 1-month -0.17%, YTD 0.91%, 1-year 3.44%, 3-year 6.19%, 5-year 3.82%, 10-year 3.59%.

RFRCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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