RIFJX Mutual Fund

RIFJX Mutual Fund

NAV$11.91
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Returns Overview

1 Month
+0.60%
3 Months
+3.99%
6 Months
+8.27%
YTD
+10.48%
1 Year
+20.20%
3 Years (annualized)
+15.29%
5 Years (annualized)
+8.62%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIFJX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.48%
Peer Avg (YTD)
+5.54%
vs Peers
+4.94%

RIFJX Mutual Fund Performance

RIFJX performance across multiple time periods: 1-month 0.60%, YTD 10.48%, 1-year 20.20%, 3-year 15.29%, 5-year 8.62%, 10-year 9.62%.

RIFJX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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