RFISX Mutual Fund

RFISX Mutual Fund

NAV$15.63
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Returns Overview

1 Month
+2.01%
3 Months
-2.70%
6 Months
-1.88%
YTD
+0.75%
1 Year
+0.29%
3 Years (annualized)
+7.19%
5 Years (annualized)
-3.08%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFISX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+12.21%
vs Peers
-11.46%

RFISX Mutual Fund Performance

RFISX performance across multiple time periods: 1-month 2.01%, YTD 0.75%, 1-year 0.29%, 3-year 7.19%, 5-year -3.08%, 10-year 6.88%.

RFISX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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