REFTX Mutual Fund

REFTX Mutual Fund

NAV$22.47
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Returns Overview

1 Month
-2.28%
3 Months
-1.81%
6 Months
+7.38%
YTD
+4.90%
1 Year
+8.04%
3 Years (annualized)
+14.45%
5 Years (annualized)
+7.15%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REFTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.90%
Peer Avg (YTD)
+7.09%
vs Peers
-2.18%

REFTX Mutual Fund Performance

REFTX performance across multiple time periods: 1-month -2.28%, YTD 4.90%, 1-year 8.04%, 3-year 14.45%, 5-year 7.15%, 10-year 10.35%.

REFTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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