RIIEX Mutual Fund

RIIEX Mutual Fund

NAV$48.13
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Returns Overview

1 Month
-3.11%
3 Months
-3.45%
6 Months
+0.12%
YTD
+7.18%
1 Year
+13.37%
3 Years (annualized)
+19.01%
5 Years (annualized)
+7.77%
10 Years (annualized)
+8.50%

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
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📉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)
+7.18%
Peer Avg (YTD)
+8.05%
vs Peers
-0.88%

RIIEX Mutual Fund Performance

RIIEX performance across multiple time periods: 1-month -3.11%, YTD 7.18%, 1-year 13.37%, 3-year 19.01%, 5-year 7.77%, 10-year 8.50%.

RIIEX returns trail the peer average of 8.05% 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.