RRFAX Mutual Fund

RRFAX Mutual Fund

NAV$9.51
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Returns Overview

1 Month
-0.51%
3 Months
+0.93%
6 Months
+0.98%
YTD
+1.09%
1 Year
+2.77%
3 Years (annualized)
+3.34%
5 Years (annualized)
+0.37%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRFAX 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
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+3.23%
vs Peers
-2.14%

RRFAX Mutual Fund Performance

RRFAX performance across multiple time periods: 1-month -0.51%, YTD 1.09%, 1-year 2.77%, 3-year 3.34%, 5-year 0.37%, 10-year 2.43%.

RRFAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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