RFXCX Mutual Fund

RFXCX Mutual Fund

NAV$17.74
See how much of RFXCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.08%
3 Months
+0.23%
6 Months
+0.88%
YTD
+1.89%
1 Year
+3.18%
3 Years (annualized)
+4.77%
5 Years (annualized)
+3.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFXCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+0.50%
vs Peers
+1.39%

RFXCX Mutual Fund Performance

RFXCX performance across multiple time periods: 1-month 0.08%, YTD 1.89%, 1-year 3.18%, 3-year 4.77%, 5-year 3.15%.

RFXCX returns outperform the peer average of 0.50% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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