RFACX Mutual Fund

RFACX Mutual Fund

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Returns Overview

1 Month
-2.72%
3 Months
-3.89%
6 Months
-3.36%
YTD
-3.63%
1 Year
-3.12%
3 Years (annualized)
+2.29%
5 Years (annualized)
-2.34%
10 Years (annualized)
-0.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFACX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.63%
Peer Avg (YTD)
+0.50%
vs Peers
-4.13%

RFACX Mutual Fund Performance

RFACX performance across multiple time periods: 1-month -2.72%, YTD -3.63%, 1-year -3.12%, 3-year 2.29%, 5-year -2.34%, 10-year -0.06%.

RFACX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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