RIFSX Mutual Fund

RIFSX Mutual Fund

NAV$15.25
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Returns Overview

1 Month
+1.01%
3 Months
+7.82%
6 Months
+9.54%
YTD
+9.38%
1 Year
+11.96%
3 Years (annualized)
+2.13%
5 Years (annualized)
+2.62%

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)
+9.38%
Peer Avg (YTD)
+11.24%
vs Peers
-1.87%

RIFSX Mutual Fund Performance

RIFSX performance across multiple time periods: 1-month 1.01%, YTD 9.38%, 1-year 11.96%, 3-year 2.13%, 5-year 2.62%.

RIFSX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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