RIIEX Mutual Fund

NAV$50.41

Returns Overview

1 Month
-0.74%
3 Months
+10.34%
6 Months
+11.97%
YTD
+10.55%
1 Year
+24.63%
3 Years (annualized)
+17.41%
5 Years (annualized)
+8.34%
10 Years (annualized)
+9.29%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+9.13%
vs Peers
+1.42%

RIIEX Mutual Fund Performance

RIIEX performance across multiple time periods: 1-month -0.74%, YTD 10.55%, 1-year 24.63%, 3-year 17.41%, 5-year 8.34%, 10-year 9.29%.

RIIEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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