RIFJX Mutual Fund

RIFJX Mutual Fund

NAV$11.69
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Returns Overview

1 Month
+1.79%
3 Months
+2.23%
6 Months
+8.15%
YTD
+11.76%
1 Year
+18.38%
3 Years (annualized)
+17.31%
5 Years (annualized)
+10.60%
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)
+11.76%
Peer Avg (YTD)
+6.28%
vs Peers
+5.48%

RIFJX Mutual Fund Performance

RIFJX performance across multiple time periods: 1-month 1.79%, YTD 11.76%, 1-year 18.38%, 3-year 17.31%, 5-year 10.60%, 10-year 9.62%.

RIFJX returns outperform the peer average of 6.28% 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.