RFNCX Mutual Fund

RFNCX Mutual Fund

NAV$102.88
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Returns Overview

1 Month
-1.34%
3 Months
-1.63%
6 Months
+14.92%
YTD
+9.85%
1 Year
+15.72%
3 Years (annualized)
+23.26%
5 Years (annualized)
+13.36%
10 Years (annualized)
+14.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNCX 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)
+9.85%
Peer Avg (YTD)
+8.67%
vs Peers
+1.19%

RFNCX Mutual Fund Performance

RFNCX performance across multiple time periods: 1-month -1.34%, YTD 9.85%, 1-year 15.72%, 3-year 23.26%, 5-year 13.36%, 10-year 14.25%.

RFNCX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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