RFITX Mutual Fund

RFITX Mutual Fund

NAV$26.12
See how much of RFITX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.78%
3 Months
-1.52%
6 Months
+12.65%
YTD
+8.41%
1 Year
+12.63%
3 Years (annualized)
+17.79%
5 Years (annualized)
+8.89%
10 Years (annualized)
+11.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFITX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.41%
Peer Avg (YTD)
+7.09%
vs Peers
+1.32%

RFITX Mutual Fund Performance

RFITX performance across multiple time periods: 1-month -1.78%, YTD 8.41%, 1-year 12.63%, 3-year 17.79%, 5-year 8.89%, 10-year 11.91%.

RFITX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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