(RFMZ) RiverNorth Flexible - Performance 0.1% in 12m
Compare RFMZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-11.90%
#12 in Group
Rel. Strength
43.13%
#4569 in Universe
Total Return 12m
0.09%
#10 in Group
Total Return 5y
-15.29%
#13 in Group
P/E 13.2
20th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.10%
92th Percentile in Group
12m Total Return: RFMZ (0.1%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Multi-Sector Holdings
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|
Performance Comparison: RFMZ vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for RFMZ
| Total Return (including Dividends) | RFMZ | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -6.75% | -4.78% | -4.31% |
| 3 Months | -7.21% | -6.25% | -7.85% |
| 12 Months | 0.09% | 19.30% | 10.76% |
| 5 Years | -15.29% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | RFMZ | XLF | S&P 500 |
| 1 Month | -57.2% | -30.6% | -35.6% |
| 3 Months | -85.6% | -83.1% | -89.7% |
| 12 Months | 25.7% | 84.9% | 58.3% |
| 5 Years | -24.2% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #10 | -2.06% | -2.54% |
| 3 Month | #10 | -1.02% | 0.70% |
| 12 Month | #10 | -16.1% | -9.63% |
| 5 Years | #10 | -45.2% | -43.3% |
FAQs
Does RFMZ RiverNorth Flexible outperforms the market?
No,
over the last 12 months RFMZ made 0.09%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months RFMZ made -7.21%, while XLF made -6.25%.
Over the last 3 months RFMZ made -7.21%, while XLF made -6.25%.
Performance Comparison RFMZ vs Indeces and Sectors
RFMZ vs. Indices RFMZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.53% | -2.44% | -2.05% | -10.7% |
| US NASDAQ 100 | QQQ | -6.49% | -2.51% | -2.05% | -11.9% |
| US Dow Jones Industrial 30 | DIA | -2.46% | -0.97% | -2.31% | -6.89% |
| German DAX 40 | DAX | -1.87% | -2.94% | -20.5% | -23.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.0% | -3.25% | -0.63% | -8.53% |
| Hongkong Hang Seng | HSI | -2.26% | -3.87% | -3.92% | -13.9% |
| India NIFTY 50 | INDA | 2.90% | -8.31% | -3.65% | -1.71% |
| Brasil Bovespa | EWZ | -4.28% | -8.72% | -6.55% | 5.59% |
RFMZ vs. Sectors RFMZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.39% | -1.17% | -10.8% | -22.3% |
| Consumer Discretionary | XLY | -6.88% | -2.71% | -5.21% | -14.3% |
| Consumer Staples | XLP | 2.93% | -9.50% | -7.37% | -9.40% |
| Energy | XLE | -1.18% | 4.88% | 0.38% | 12.0% |
| Financial | XLF | -2.57% | -1.97% | -10.2% | -19.2% |
| Health Care | XLV | -1.51% | -1.78% | -0.04% | -0.17% |
| Industrial | XLI | -2.70% | -2.68% | -2.40% | -6.82% |
| Materials | XLB | -1.28% | -2.24% | 4.84% | 5.43% |
| Real Estate | XLRE | 0.30% | -4.84% | 0.10% | -15.0% |
| Technology | XLK | -8.34% | -2.23% | 2.82% | -6.15% |
| Utilities | XLU | -0.38% | -8.43% | -5.15% | -20.4% |
| Aerospace & Defense | XAR | -4.09% | -6.45% | -13.3% | -26.9% |
| Biotech | XBI | -3.66% | 1.09% | 11.0% | 2.34% |
| Homebuilder | XHB | -2.78% | -0.73% | 12.9% | 8.06% |
| Retail | XRT | -1.74% | -3.82% | 2.07% | 3.71% |