RRFCX Mutual Fund

NAV$9.24

Returns Overview

1 Month
-0.50%
3 Months
+0.87%
6 Months
+0.65%
YTD
+0.76%
1 Year
+1.99%
3 Years (annualized)
+2.59%
5 Years (annualized)
-0.36%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRFCX 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
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+3.23%
vs Peers
-2.47%

RRFCX Mutual Fund Performance

RRFCX performance across multiple time periods: 1-month -0.50%, YTD 0.76%, 1-year 1.99%, 3-year 2.59%, 5-year -0.36%, 10-year 1.67%.

RRFCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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