RFUTX Mutual Fund

RFUTX Mutual Fund

NAV$22.66
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Returns Overview

1 Month
-1.57%
3 Months
-1.53%
6 Months
+13.57%
YTD
+8.90%
1 Year
+13.27%
3 Years (annualized)
+18.73%
5 Years (annualized)
+9.28%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFUTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+7.09%
vs Peers
+1.81%

RFUTX Mutual Fund Performance

RFUTX performance across multiple time periods: 1-month -1.57%, YTD 8.90%, 1-year 13.27%, 3-year 18.73%, 5-year 9.28%, 10-year 12.11%.

RFUTX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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