RFXIX Mutual Fund

RFXIX Mutual Fund

NAV$17.81
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Returns Overview

1 Month
+0.24%
3 Months
+0.67%
6 Months
+1.17%
YTD
+2.47%
1 Year
+4.89%
3 Years (annualized)
+5.79%
5 Years (annualized)
+4.18%
10 Years (annualized)
+10.75%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.47%
Peer Avg (YTD)
+2.15%
vs Peers
+0.31%

RFXIX Mutual Fund Performance

RFXIX performance across multiple time periods: 1-month 0.24%, YTD 2.47%, 1-year 4.89%, 3-year 5.79%, 5-year 4.18%, 10-year 10.75%.

RFXIX returns outperform the peer average of 2.15% 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.