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Reaves Infrastructure Fund (RSRFX) Sharpe Ratio: 0.60

Mutual Fund · Currency in USD · Last updated Jul 11, 2026

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of domestic and foreign public infrastructure companies. The adviser considers a company to be involved to a significant extent in the Utilities and/or the Energy Industry, as applicable, if at least 50% of its assets, gross income or profits are committed to or derived from Utilities or Energy.

RSRFX's Sharpe Ratio of 0.60 indicates that for each unit of volatility, it generates 0.60 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 11, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

RSRFX Sharpe Ratio Rank

RSRFX Sharpe Ratio Rank: 10.711
Concerning

RSRFX ranks above 10.7% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating weak returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Weak risk-adjusted returns relative to category peers
  • Evaluate whether this holding aligns with your risk-return objectives
  • Consider reducing exposure or re-evaluating position size
  • Review higher-ranked alternatives in the same category

RSRFX Sharpe Ratio Market Positioning

The chart shows RSRFX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.07 or lower
  • Yellow zone (middle 50%): 1.07 to 1.95
  • Green zone (top 25%): 1.95 or higher
  • Top 1%: 3.90+
  • Median: 1.59 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Reaves Infrastructure Fund's Sharpe Ratio with other mutual funds in the Energy Equities category across multiple time periods, showing how RSRFX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 11, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
MLOZXCohen & Steers MLP & Energy Opportunity Fund, Inc.3.40
RSNYXVictory Global Energy Transition Fund Class Y3.26
RSNRXVictory Global Energy Transition Fund3.24
IEYYXDelaware Ivy Energy Fund2.34
RMLPXRecurrent MLP & Infrastructure Fund2.33
EIPIXEIP Growth and Income Fund (NEW)2.31
ICPAXIntegrity Mid-North American Resources Fund2.29
VLPIXVirtus Duff & Phelps Select MLP and Energy Fund2.26
MLPTXInvesco SteelPath MLP Select 40 Fund2.26
FRNRXFranklin Natural Resources Fund2.22
RSRFXReaves Infrastructure Fund0.60

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows RSRFX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when RSRFX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

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