RIFAX Mutual Fund

RIFAX Mutual Fund

NAV$23.75
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Returns Overview

1 Month
-1.12%
3 Months
+0.65%
6 Months
+5.50%
YTD
+10.07%
1 Year
+10.59%
3 Years (annualized)
+25.20%
5 Years (annualized)
+16.06%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIFAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+9.28%
vs Peers
+0.79%

RIFAX Mutual Fund Performance

RIFAX performance across multiple time periods: 1-month -1.12%, YTD 10.07%, 1-year 10.59%, 3-year 25.20%, 5-year 16.06%, 10-year 12.80%.

RIFAX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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