RIIEX Mutual Fund

RIIEX Mutual Fund

NAV$48.68
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Returns Overview

1 Month
+2.26%
3 Months
+1.92%
6 Months
+3.30%
YTD
+14.97%
1 Year
+24.71%
3 Years (annualized)
+18.79%
5 Years (annualized)
+8.74%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIIEX 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 ACWI ex US Index
This Mutual Fund (YTD)
+14.97%
Peer Avg (YTD)
+10.17%
vs Peers
+4.80%

RIIEX Mutual Fund Performance

RIIEX performance across multiple time periods: 1-month 2.26%, YTD 14.97%, 1-year 24.71%, 3-year 18.79%, 5-year 8.74%, 10-year 9.14%.

RIIEX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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