RFNAX Mutual Fund

RFNAX Mutual Fund

NAV$102.36
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Returns Overview

1 Month
-1.37%
3 Months
-1.73%
6 Months
+16.42%
YTD
+11.17%
1 Year
+16.98%
3 Years (annualized)
+22.72%
5 Years (annualized)
+12.86%
10 Years (annualized)
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.17%
Peer Avg (YTD)
+8.68%
vs Peers
+2.49%

RFNAX Mutual Fund Performance

RFNAX performance across multiple time periods: 1-month -1.37%, YTD 11.17%, 1-year 16.98%, 3-year 22.72%, 5-year 12.86%, 10-year 13.91%.

RFNAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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