RIRBX Mutual Fund

RIRBX Mutual Fund

NAV$83.61
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Returns Overview

1 Month
+3.20%
3 Months
-0.18%
6 Months
+3.59%
YTD
+9.22%
1 Year
+12.95%
3 Years (annualized)
+16.81%
5 Years (annualized)
+7.80%
10 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIRBX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+9.22%
Peer Avg (YTD)
+5.74%
vs Peers
+3.48%

RIRBX Mutual Fund Performance

RIRBX performance across multiple time periods: 1-month 3.20%, YTD 9.22%, 1-year 12.95%, 3-year 16.81%, 5-year 7.80%, 10-year 7.30%.

RIRBX returns outperform the peer average of 5.74% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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