RAFGX Mutual Fund

RAFGX Mutual Fund

NAV$47.42
See how much of RAFGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.42%
3 Months
-0.11%
6 Months
+15.46%
YTD
+5.50%
1 Year
+8.83%
3 Years (annualized)
+17.44%
5 Years (annualized)
+7.92%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAFGX 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)
+5.50%
Peer Avg (YTD)
+8.68%
vs Peers
-3.18%

RAFGX Mutual Fund Performance

RAFGX performance across multiple time periods: 1-month -1.42%, YTD 5.50%, 1-year 8.83%, 3-year 17.44%, 5-year 7.92%, 10-year 12.76%.

RAFGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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