ROFRX Mutual Fund

ROFRX Mutual Fund

NAV$16.50
See how much of ROFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.83%
3 Months
-10.58%
6 Months
+12.48%
YTD
+17.85%
1 Year
+21.30%
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
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)
+17.85%
Peer Avg (YTD)
+10.34%
vs Peers
+7.50%

ROFRX Mutual Fund Performance

ROFRX performance across multiple time periods: 1-month -3.83%, YTD 17.85%, 1-year 21.30%, 3-year 16.82%, 5-year 8.64%, 10-year 12.81%.

ROFRX returns outperform the peer average of 10.34% 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.