RFATX Mutual Fund

RFATX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
-2.66%
3 Months
-3.69%
6 Months
-2.86%
YTD
-2.89%
1 Year
-2.13%
3 Years (annualized)
+3.29%
5 Years (annualized)
-1.53%
10 Years (annualized)
+0.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFATX 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
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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)
-2.89%
Peer Avg (YTD)
+0.50%
vs Peers
-3.39%

RFATX Mutual Fund Performance

RFATX performance across multiple time periods: 1-month -2.66%, YTD -2.89%, 1-year -2.13%, 3-year 3.29%, 5-year -1.53%, 10-year 0.81%.

RFATX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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