ROFCX Mutual Fund

ROFCX Mutual Fund

NAV$15.76
See how much of ROFCX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.49%
3 Months
+1.02%
6 Months
+13.04%
YTD
+23.29%
1 Year
+38.35%
3 Years (annualized)
+14.74%
5 Years (annualized)
+8.04%
10 Years (annualized)
+13.42%

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
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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.29%
Peer Avg (YTD)
+15.31%
vs Peers
+7.98%

ROFCX Mutual Fund Performance

ROFCX performance across multiple time periods: 1-month -7.49%, YTD 23.29%, 1-year 38.35%, 3-year 14.74%, 5-year 8.04%, 10-year 13.42%.

ROFCX returns outperform the peer average of 15.31% 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.