RFDAX Mutual Fund

RFDAX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
-2.84%
3 Months
-3.94%
6 Months
-3.13%
YTD
-3.35%
1 Year
-2.61%
3 Years (annualized)
+2.82%
5 Years (annualized)
-2.00%
10 Years (annualized)
+0.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFDAX 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
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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)
-3.35%
Peer Avg (YTD)
-0.59%
vs Peers
-2.76%

RFDAX Mutual Fund Performance

RFDAX performance across multiple time periods: 1-month -2.84%, YTD -3.35%, 1-year -2.61%, 3-year 2.82%, 5-year -2.00%, 10-year 0.50%.

RFDAX returns trail the peer average of -0.59% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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