ROFIX Mutual Fund

ROFIX Mutual Fund

NAV$19.58
See how much of ROFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.78%
3 Months
-10.42%
6 Months
+12.84%
YTD
+18.43%
1 Year
+22.21%
3 Years (annualized)
+20.41%
5 Years (annualized)
+10.95%
10 Years (annualized)
+14.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROFIX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.43%
Peer Avg (YTD)
+10.34%
vs Peers
+8.09%

ROFIX Mutual Fund Performance

ROFIX performance across multiple time periods: 1-month -3.78%, YTD 18.43%, 1-year 22.21%, 3-year 20.41%, 5-year 10.95%, 10-year 14.44%.

ROFIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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