RISSX Mutual Fund

RISSX Mutual Fund

NAV$13.90
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Returns Overview

1 Month
-8.59%
3 Months
-9.46%
6 Months
+0.91%
YTD
+6.65%
1 Year
+7.06%
3 Years (annualized)
+13.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RISSX 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 ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+6.65%
Peer Avg (YTD)
+15.31%
vs Peers
-8.66%

RISSX Mutual Fund Performance

RISSX performance across multiple time periods: 1-month -8.59%, YTD 6.65%, 1-year 7.06%, 3-year 13.76%.

RISSX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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