RIORX Mutual Fund

RIORX Mutual Fund

NAV$8.22
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Returns Overview

1 Month
-5.21%
3 Months
-4.61%
6 Months
-2.69%
YTD
-5.21%
1 Year
+3.77%
3 Years (annualized)
-4.31%
5 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIORX 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 USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
-5.21%
Peer Avg (YTD)
+4.13%
vs Peers
-9.34%

RIORX Mutual Fund Performance

RIORX performance across multiple time periods: 1-month -5.21%, YTD -5.21%, 1-year 3.77%, 3-year -4.31%, 5-year 1.52%.

RIORX returns trail the peer average of 4.13% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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