RRFDX Mutual Fund

RRFDX Mutual Fund

NAV$43.90
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Returns Overview

1 Month
+0.85%
3 Months
+6.27%
6 Months
+11.40%
YTD
+18.36%
1 Year
+23.24%
3 Years (annualized)
+16.98%
5 Years (annualized)
+10.39%
10 Years (annualized)
+11.34%

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
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📉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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+18.36%
Peer Avg (YTD)
+12.44%
vs Peers
+5.92%

RRFDX Mutual Fund Performance

RRFDX performance across multiple time periods: 1-month 0.85%, YTD 18.36%, 1-year 23.24%, 3-year 16.98%, 5-year 10.39%, 10-year 11.34%.

RRFDX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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