RIOIX Mutual Fund

NAV$8.14

Returns Overview

1 Month
-5.14%
3 Months
-4.60%
6 Months
-2.66%
YTD
-5.14%
1 Year
+3.75%
3 Years (annualized)
-4.33%
5 Years (annualized)
+1.99%
10 Years (annualized)
+3.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIOIX 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 USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
-5.14%
Peer Avg (YTD)
+4.13%
vs Peers
-9.27%

RIOIX Mutual Fund Performance

RIOIX performance across multiple time periods: 1-month -5.14%, YTD -5.14%, 1-year 3.75%, 3-year -4.33%, 5-year 1.99%, 10-year 3.61%.

RIOIX returns trail the peer average of 4.13% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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