ROFCX Mutual Fund

ROFCX Mutual Fund

NAV$13.70
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Returns Overview

1 Month
-0.49%
3 Months
-3.91%
6 Months
-2.93%
YTD
+16.91%
1 Year
+18.28%
3 Years (annualized)
+22.60%
5 Years (annualized)
+8.67%
10 Years (annualized)
+12.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROFCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.91%
Peer Avg (YTD)
+12.21%
vs Peers
+4.70%

ROFCX Mutual Fund Performance

ROFCX performance across multiple time periods: 1-month -0.49%, YTD 16.91%, 1-year 18.28%, 3-year 22.60%, 5-year 8.67%, 10-year 12.96%.

ROFCX returns outperform the peer average of 12.21% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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