RIFGX Mutual Fund

NAV$10.52

Returns Overview

1 Month
+0.19%
3 Months
+6.70%
6 Months
+5.45%
YTD
+5.35%
1 Year
+11.74%
3 Years (annualized)
+7.32%
5 Years (annualized)
+6.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIFGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+4.14%
vs Peers
+1.21%

RIFGX Mutual Fund Performance

RIFGX performance across multiple time periods: 1-month 0.19%, YTD 5.35%, 1-year 11.74%, 3-year 7.32%, 5-year 6.59%.

RIFGX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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