ROFIX Mutual Fund

ROFIX Mutual Fund

NAV$21.05
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Returns Overview

1 Month
-7.40%
3 Months
+1.30%
6 Months
+13.63%
YTD
+24.14%
1 Year
+39.82%
3 Years (annualized)
+16.01%
5 Years (annualized)
+9.28%
10 Years (annualized)
+14.79%

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
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📉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)
+24.14%
Peer Avg (YTD)
+15.31%
vs Peers
+8.83%

ROFIX Mutual Fund Performance

ROFIX performance across multiple time periods: 1-month -7.40%, YTD 24.14%, 1-year 39.82%, 3-year 16.01%, 5-year 9.28%, 10-year 14.79%.

ROFIX returns outperform the peer average of 15.31% 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.