RFNEX Mutual Fund

RFNEX Mutual Fund

NAV$102.92
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Returns Overview

1 Month
-1.32%
3 Months
-1.55%
6 Months
+15.08%
YTD
+10.10%
1 Year
+16.07%
3 Years (annualized)
+23.63%
5 Years (annualized)
+13.70%
10 Years (annualized)
+14.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNEX 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)
+10.10%
Peer Avg (YTD)
+8.67%
vs Peers
+1.43%

RFNEX Mutual Fund Performance

RFNEX performance across multiple time periods: 1-month -1.32%, YTD 10.10%, 1-year 16.07%, 3-year 23.63%, 5-year 13.70%, 10-year 14.61%.

RFNEX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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