RIIEX Mutual Fund

RIIEX Mutual Fund

NAV$50.75
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Returns Overview

1 Month
+0.41%
3 Months
+3.70%
6 Months
+5.53%
YTD
+12.43%
1 Year
+26.27%
3 Years (annualized)
+16.44%
5 Years (annualized)
+8.59%
10 Years (annualized)
+8.87%

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)
+12.43%
Peer Avg (YTD)
+9.42%
vs Peers
+3.01%

RIIEX Mutual Fund Performance

RIIEX performance across multiple time periods: 1-month 0.41%, YTD 12.43%, 1-year 26.27%, 3-year 16.44%, 5-year 8.59%, 10-year 8.87%.

RIIEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.34%, 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.