ROFRX Mutual Fund

NAV$17.49

Returns Overview

1 Month
+5.56%
3 Months
+25.79%
6 Months
+33.53%
YTD
+31.79%
1 Year
+52.94%
3 Years (annualized)
+22.39%
5 Years (annualized)
+11.19%
10 Years (annualized)
+15.67%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+31.79%
Peer Avg (YTD)
+18.52%
vs Peers
+13.27%

ROFRX Mutual Fund Performance

ROFRX performance across multiple time periods: 1-month 5.56%, YTD 31.79%, 1-year 52.94%, 3-year 22.39%, 5-year 11.19%, 10-year 15.67%.

ROFRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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