RRFIX Mutual Fund

RRFIX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
+0.10%
3 Months
-1.06%
6 Months
-1.04%
YTD
+0.47%
1 Year
+0.85%
3 Years (annualized)
+3.63%
5 Years (annualized)
+0.07%
10 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRFIX 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
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index
This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+2.15%
vs Peers
-1.68%

RRFIX Mutual Fund Performance

RRFIX performance across multiple time periods: 1-month 0.10%, YTD 0.47%, 1-year 0.85%, 3-year 3.63%, 5-year 0.07%, 10-year 2.53%.

RRFIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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