RISIX Mutual Fund

NAV$13.94

Returns Overview

1 Month
-4.39%
3 Months
+10.87%
6 Months
+17.77%
YTD
+16.73%
1 Year
+16.98%
3 Years (annualized)
+18.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RISIX 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
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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 Small Cap Index (Net)
This Mutual Fund (YTD)
+16.73%
Peer Avg (YTD)
+18.52%
vs Peers
-1.79%

RISIX Mutual Fund Performance

RISIX performance across multiple time periods: 1-month -4.39%, YTD 16.73%, 1-year 16.98%, 3-year 18.71%.

RISIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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