RIFHX Mutual Fund

NAV$10.84

Returns Overview

3 Months
+9.04%
6 Months
+7.47%
YTD
+7.16%
1 Year
+15.53%
3 Years (annualized)
+11.03%
5 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIFHX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+5.87%
vs Peers
+1.30%

RIFHX Mutual Fund Performance

RIFHX performance across multiple time periods: YTD 7.16%, 1-year 15.53%, 3-year 11.03%, 5-year 9.60%.

RIFHX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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