RFNHX Mutual Fund

RFNHX Mutual Fund

NAV$102.96
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Returns Overview

1 Month
-1.30%
3 Months
-1.50%
6 Months
+15.21%
YTD
+10.27%
1 Year
+16.30%
3 Years (annualized)
+22.56%
5 Years (annualized)
+13.19%
10 Years (annualized)
+14.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFNHX 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)
+10.27%
Peer Avg (YTD)
+8.67%
vs Peers
+1.60%

RFNHX Mutual Fund Performance

RFNHX performance across multiple time periods: 1-month -1.30%, YTD 10.27%, 1-year 16.30%, 3-year 22.56%, 5-year 13.19%, 10-year 14.47%.

RFNHX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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