RIFSX Mutual Fund

RIFSX Mutual Fund

NAV$14.64
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Returns Overview

1 Month
+2.93%
3 Months
-6.60%
6 Months
-4.77%
YTD
+4.64%
1 Year
+5.51%
3 Years (annualized)
+0.29%
5 Years (annualized)
+0.59%
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)
+4.64%
Peer Avg (YTD)
+7.23%
vs Peers
-2.59%

RIFSX Mutual Fund Performance

RIFSX performance across multiple time periods: 1-month 2.93%, YTD 4.64%, 1-year 5.51%, 3-year 0.29%, 5-year 0.59%, 10-year 3.58%.

RIFSX returns trail the peer average of 7.23% 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.