RFCTX Mutual Fund

RFCTX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
-2.80%
3 Months
-3.84%
6 Months
-3.07%
YTD
-3.26%
1 Year
-2.32%
3 Years (annualized)
+3.09%
5 Years (annualized)
-1.64%
10 Years (annualized)
+1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFCTX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.26%
Peer Avg (YTD)
-0.59%
vs Peers
-2.67%

RFCTX Mutual Fund Performance

RFCTX performance across multiple time periods: 1-month -2.80%, YTD -3.26%, 1-year -2.32%, 3-year 3.09%, 5-year -1.64%, 10-year 1.05%.

RFCTX returns trail the peer average of -0.59% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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