RAFCX

Mutual fund

$41.75 +$0.30 (+0.72%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $38.01High $46.16

Has RAFCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RAFCX returned +7.9%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RAFCX
+7.9%
S&P 500
+16.6%
Largest decline 
RAFCX
14.2%
S&P 500
8.9%
Risk-adjusted return 
RAFCX
0.32
S&P 500
0.97
Downside risk-adjusted return 
RAFCX
0.46
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRAFCXS&P 500
1 month +0.4% +0.6%
3 months +1.1% +3.4%
Year to date +5.0% +13.3%
1 year +7.9% +16.6%
3 years (annualized) +19.7% +23.1%

Volatility (1-year, annualized): 15.8% · Largest decline (max drawdown, since Oct 2021): 35.6%

How are your investments doing?

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