RFXIX Mutual Fund

NAV$17.87

Returns Overview

1 Month
+0.35%
3 Months
+0.90%
6 Months
+2.14%
YTD
+2.14%
1 Year
+4.92%
3 Years (annualized)
+5.86%
5 Years (annualized)
+4.29%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFXIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+3.23%
vs Peers
-1.09%

RFXIX Mutual Fund Performance

RFXIX performance across multiple time periods: 1-month 0.35%, YTD 2.14%, 1-year 4.92%, 3-year 5.86%, 5-year 4.29%, 10-year 10.71%.

RFXIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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