RRFIX Mutual Fund

RRFIX Mutual Fund

NAV$9.57
See how much of RRFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.73%
3 Months
-0.96%
6 Months
+0.06%
YTD
+0.36%
1 Year
+2.48%
3 Years (annualized)
+3.31%
5 Years (annualized)
+0.01%
10 Years (annualized)
+2.55%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
+0.12%
vs Peers
+0.24%

RRFIX Mutual Fund Performance

RRFIX performance across multiple time periods: 1-month -0.73%, YTD 0.36%, 1-year 2.48%, 3-year 3.31%, 5-year 0.01%, 10-year 2.55%.

RRFIX returns outperform the peer average of 0.12% 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.