ROFRX Mutual Fund

ROFRX Mutual Fund

NAV$17.17
See how much of ROFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.46%
3 Months
+1.14%
6 Months
+13.29%
YTD
+23.57%
1 Year
+38.87%
3 Years (annualized)
+15.16%
5 Years (annualized)
+8.49%
10 Years (annualized)
+13.94%

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
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)
+23.57%
Peer Avg (YTD)
+15.31%
vs Peers
+8.26%

ROFRX Mutual Fund Performance

ROFRX performance across multiple time periods: 1-month -7.46%, YTD 23.57%, 1-year 38.87%, 3-year 15.16%, 5-year 8.49%, 10-year 13.94%.

ROFRX returns outperform the peer average of 15.31% 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.