ROFIX Mutual Fund

ROFIX Mutual Fund

NAV$19.39
See how much of ROFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.41%
3 Months
-3.65%
6 Months
-2.40%
YTD
+17.95%
1 Year
+19.67%
3 Years (annualized)
+21.17%
5 Years (annualized)
+8.43%
10 Years (annualized)
+13.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROFIX 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)
+17.95%
Peer Avg (YTD)
+12.21%
vs Peers
+5.74%

ROFIX Mutual Fund Performance

ROFIX performance across multiple time periods: 1-month -0.41%, YTD 17.95%, 1-year 19.67%, 3-year 21.17%, 5-year 8.43%, 10-year 13.56%.

ROFIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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