RAFBX Mutual Fund

RAFBX Mutual Fund

NAV$35.96
See how much of RAFBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.50%
3 Months
-0.37%
6 Months
+14.83%
YTD
+4.63%
1 Year
+7.64%
3 Years (annualized)
+18.06%
5 Years (annualized)
+10.13%
10 Years (annualized)
+16.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAFBX 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 Index(SPX)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+8.68%
vs Peers
-4.05%

RAFBX Mutual Fund Performance

RAFBX performance across multiple time periods: 1-month -1.50%, YTD 4.63%, 1-year 7.64%, 3-year 18.06%, 5-year 10.13%, 10-year 16.56%.

RAFBX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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