ROFCX Mutual Fund

ROFCX Mutual Fund

NAV$14.29
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Returns Overview

1 Month
-3.90%
3 Months
-10.67%
6 Months
+12.24%
YTD
+17.49%
1 Year
+20.79%
3 Years (annualized)
+19.06%
5 Years (annualized)
+9.68%
10 Years (annualized)
+13.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROFCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.49%
Peer Avg (YTD)
+10.34%
vs Peers
+7.15%

ROFCX Mutual Fund Performance

ROFCX performance across multiple time periods: 1-month -3.90%, YTD 17.49%, 1-year 20.79%, 3-year 19.06%, 5-year 9.68%, 10-year 13.06%.

ROFCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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