RIFBX Mutual Fund

RIFBX Mutual Fund

NAV$16.69
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Returns Overview

1 Month
+1.50%
3 Months
-2.03%
6 Months
+4.27%
YTD
+17.48%
1 Year
+22.35%
3 Years (annualized)
+18.69%
5 Years (annualized)
+5.99%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIFBX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+17.48%
Peer Avg (YTD)
+14.00%
vs Peers
+3.48%

RIFBX Mutual Fund Performance

RIFBX performance across multiple time periods: 1-month 1.50%, YTD 17.48%, 1-year 22.35%, 3-year 18.69%, 5-year 5.99%, 10-year 10.39%.

RIFBX returns outperform the peer average of 14.00% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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