RIFAX Mutual Fund

RIFAX Mutual Fund

NAV$24.27
See how much of RIFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.88%
3 Months
+4.82%
6 Months
+8.67%
YTD
+9.36%
1 Year
+16.79%
3 Years (annualized)
+16.91%
5 Years (annualized)
+9.63%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+9.41%
vs Peers
-0.05%

RIFAX Mutual Fund Performance

RIFAX performance across multiple time periods: 1-month 0.88%, YTD 9.36%, 1-year 16.79%, 3-year 16.91%, 5-year 9.63%, 10-year 12.80%.

RIFAX returns trail the peer average of 9.41% 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.