RFISX Mutual Fund

RFISX Mutual Fund

NAV$17.63
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Returns Overview

1 Month
-8.31%
3 Months
+0.85%
6 Months
+2.33%
YTD
+3.54%
1 Year
+5.01%
3 Years (annualized)
+2.88%
5 Years (annualized)
-1.57%
10 Years (annualized)
+6.98%

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)
+3.54%
Peer Avg (YTD)
+15.31%
vs Peers
-11.77%

RFISX Mutual Fund Performance

RFISX performance across multiple time periods: 1-month -8.31%, YTD 3.54%, 1-year 5.01%, 3-year 2.88%, 5-year -1.57%, 10-year 6.98%.

RFISX returns trail the peer average of 15.31% 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.