RFRFX Mutual Fund

NAV$32.87
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Returns Overview

1 Month
-0.11%
3 Months
+1.81%
6 Months
+1.40%
YTD
+1.40%
1 Year
+4.50%
3 Years (annualized)
+7.29%
5 Years (annualized)
+4.84%
10 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFRFX 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

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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)
+1.40%
Peer Avg (YTD)
+3.23%
vs Peers
-1.82%

RFRFX Mutual Fund Performance

RFRFX performance across multiple time periods: 1-month -0.11%, YTD 1.40%, 1-year 4.50%, 3-year 7.29%, 5-year 4.84%, 10-year 4.64%.

RFRFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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