RIFJX Mutual Fund

RIFJX Mutual Fund

NAV$11.99
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Returns Overview

1 Month
-0.17%
3 Months
+12.99%
6 Months
+10.41%
YTD
+9.82%
1 Year
+20.63%
3 Years (annualized)
+16.62%
5 Years (annualized)
+14.16%

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)
+9.82%
Peer Avg (YTD)
+5.87%
vs Peers
+3.96%

RIFJX Mutual Fund Performance

RIFJX performance across multiple time periods: 1-month -0.17%, YTD 9.82%, 1-year 20.63%, 3-year 16.62%, 5-year 14.16%.

RIFJX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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