RIREX Mutual Fund

RIREX Mutual Fund

NAV$80.41
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Returns Overview

1 Month
+0.55%
3 Months
+3.26%
6 Months
+3.94%
YTD
+10.49%
1 Year
+16.17%
3 Years (annualized)
+16.39%
5 Years (annualized)
+9.27%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIREX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+10.49%
Peer Avg (YTD)
+6.69%
vs Peers
+3.79%

RIREX Mutual Fund Performance

RIREX performance across multiple time periods: 1-month 0.55%, YTD 10.49%, 1-year 16.17%, 3-year 16.39%, 5-year 9.27%, 10-year 8.25%.

RIREX returns outperform the peer average of 6.69% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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