RFXIX Mutual Fund

RFXIX Mutual Fund

NAV$17.91
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Returns Overview

1 Month
+0.08%
3 Months
+0.67%
6 Months
+1.63%
YTD
+2.23%
1 Year
+4.98%
3 Years (annualized)
+5.86%
5 Years (annualized)
+4.18%
10 Years (annualized)
+10.72%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.23%
Peer Avg (YTD)
+0.12%
vs Peers
+2.10%

RFXIX Mutual Fund Performance

RFXIX performance across multiple time periods: 1-month 0.08%, YTD 2.23%, 1-year 4.98%, 3-year 5.86%, 5-year 4.18%, 10-year 10.72%.

RFXIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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