MFRFX Mutual Fund

MFRFX Mutual Fund

NAV$62.34
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Returns Overview

1 Month
+0.02%
3 Months
+2.38%
6 Months
+14.25%
YTD
+8.52%
1 Year
+10.59%
3 Years (annualized)
+15.72%
5 Years (annualized)
+8.66%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFRFX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.52%
Peer Avg (YTD)
+9.98%
vs Peers
-1.46%

MFRFX Mutual Fund Performance

MFRFX performance across multiple time periods: 1-month 0.02%, YTD 8.52%, 1-year 10.59%, 3-year 15.72%, 5-year 8.66%, 10-year 12.92%.

MFRFX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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