RFRPX Mutual Fund

RFRPX Mutual Fund

NAV$15.79
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Returns Overview

1 Month
-3.02%
3 Months
-1.75%
6 Months
+5.45%
YTD
+4.70%
1 Year
+8.03%
3 Years (annualized)
+13.93%
5 Years (annualized)
+7.22%
10 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFRPX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+4.96%
vs Peers
-0.27%

RFRPX Mutual Fund Performance

RFRPX performance across multiple time periods: 1-month -3.02%, YTD 4.70%, 1-year 8.03%, 3-year 13.93%, 5-year 7.22%, 10-year 7.79%.

RFRPX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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