ROFRX Mutual Fund

ROFRX Mutual Fund

NAV$16.33
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Returns Overview

1 Month
+0.47%
3 Months
-1.85%
6 Months
+10.56%
YTD
+24.16%
1 Year
+29.76%
3 Years (annualized)
+16.82%
5 Years (annualized)
+8.64%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROFRX 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)
+24.16%
Peer Avg (YTD)
+15.20%
vs Peers
+8.96%

ROFRX Mutual Fund Performance

ROFRX performance across multiple time periods: 1-month 0.47%, YTD 24.16%, 1-year 29.76%, 3-year 16.82%, 5-year 8.64%, 10-year 12.81%.

ROFRX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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