RRFDX Mutual Fund

NAV$45.56

Returns Overview

1 Month
+1.88%
3 Months
+12.64%
6 Months
+13.46%
YTD
+12.41%
1 Year
+22.06%
3 Years (annualized)
+15.33%
5 Years (annualized)
+9.80%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRFDX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+12.41%
Peer Avg (YTD)
+9.49%
vs Peers
+2.92%

RRFDX Mutual Fund Performance

RRFDX performance across multiple time periods: 1-month 1.88%, YTD 12.41%, 1-year 22.06%, 3-year 15.33%, 5-year 9.80%, 10-year 11.49%.

RRFDX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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