RFJTX

Mutual fund

$13.36 -$0.03 (-0.22%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.71High $13.90

Has RFJTX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RFJTX returned +5.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RFJTX
+5.3%
S&P 500
+16.6%
Largest decline 
RFJTX
4.7%
S&P 500
8.9%
Risk-adjusted return 
RFJTX
0.28
S&P 500
0.97
Downside risk-adjusted return 
RFJTX
0.39
S&P 500
1.43

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

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

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Returns by period

PeriodRFJTXS&P 500
1 month -0.1% +0.6%
3 months -0.6% +3.4%
Year to date +3.7% +13.3%
1 year +5.3% +16.6%
3 years (annualized) +11.7% +23.1%

Volatility (1-year, annualized): 5.4% · Largest decline (max drawdown, since Oct 2021): 16.0%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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