RIFSX Mutual Fund

RIFSX Mutual Fund

NAV$13.64
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Returns Overview

1 Month
-3.52%
3 Months
-0.18%
6 Months
-2.49%
YTD
+8.09%
1 Year
+8.37%
3 Years (annualized)
+1.56%
5 Years (annualized)
+1.24%
10 Years (annualized)
+3.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIFSX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+8.09%
Peer Avg (YTD)
+9.10%
vs Peers
-1.01%

RIFSX Mutual Fund Performance

RIFSX performance across multiple time periods: 1-month -3.52%, YTD 8.09%, 1-year 8.37%, 3-year 1.56%, 5-year 1.24%, 10-year 3.58%.

RIFSX returns trail the peer average of 9.10% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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