RFUTX Mutual Fund

RFUTX Mutual Fund

NAV$22.57
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Returns Overview

1 Month
-1.79%
3 Months
+3.45%
6 Months
+6.45%
YTD
+8.61%
1 Year
+18.50%
3 Years (annualized)
+16.93%
5 Years (annualized)
+9.34%
10 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFUTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+6.99%
vs Peers
+1.61%

RFUTX Mutual Fund Performance

RFUTX performance across multiple time periods: 1-month -1.79%, YTD 8.61%, 1-year 18.50%, 3-year 16.93%, 5-year 9.34%, 10-year 11.88%.

RFUTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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