RFVTX Mutual Fund

RFVTX Mutual Fund

NAV$22.13
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Returns Overview

1 Month
+1.86%
3 Months
+0.58%
6 Months
+7.45%
YTD
+10.62%
1 Year
+18.30%
3 Years (annualized)
+18.77%
5 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFVTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+8.76%
vs Peers
+1.86%

RFVTX Mutual Fund Performance

RFVTX performance across multiple time periods: 1-month 1.86%, YTD 10.62%, 1-year 18.30%, 3-year 18.77%, 5-year 9.32%.

RFVTX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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