RFRFX Mutual Fund

RFRFX Mutual Fund

NAV$32.95
See how much of RFRFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.74%
3 Months
+1.32%
6 Months
+2.65%
YTD
+2.16%
1 Year
+4.24%
3 Years (annualized)
+7.10%
5 Years (annualized)
+5.42%
10 Years (annualized)
+4.77%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P UBS Leveraged Loan Index
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+0.12%
vs Peers
+2.04%

RFRFX Mutual Fund Performance

RFRFX performance across multiple time periods: 1-month 0.74%, YTD 2.16%, 1-year 4.24%, 3-year 7.10%, 5-year 5.42%, 10-year 4.77%.

RFRFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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