RILEX Mutual Fund

RILEX Mutual Fund

NAV$9.47
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Returns Overview

1 Month
-0.84%
3 Months
-1.26%
6 Months
-0.63%
YTD
-0.21%
1 Year
+2.00%
3 Years (annualized)
+3.57%
5 Years (annualized)
-0.19%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RILEX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+0.12%
vs Peers
-0.33%

RILEX Mutual Fund Performance

RILEX performance across multiple time periods: 1-month -0.84%, YTD -0.21%, 1-year 2.00%, 3-year 3.57%, 5-year -0.19%, 10-year 2.33%.

RILEX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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