RIFAX Mutual Fund

RIFAX Mutual Fund

NAV$24.31
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.59%
3 Months
+14.19%
6 Months
+8.61%
YTD
+8.41%
1 Year
+18.33%
3 Years (annualized)
+24.71%
5 Years (annualized)
+18.11%

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)
+8.41%
Peer Avg (YTD)
+9.51%
vs Peers
-1.10%

RIFAX Mutual Fund Performance

RIFAX performance across multiple time periods: 1-month -0.59%, YTD 8.41%, 1-year 18.33%, 3-year 24.71%, 5-year 18.11%.

RIFAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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