RISSX Mutual Fund

NAV$14.04
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Returns Overview

1 Month
-4.40%
3 Months
+10.81%
6 Months
+17.61%
YTD
+16.67%
1 Year
+16.70%

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
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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

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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)
+16.67%
Peer Avg (YTD)
+18.52%
vs Peers
-1.86%

RISSX Mutual Fund Performance

RISSX performance across multiple time periods: 1-month -4.40%, YTD 16.67%, 1-year 16.70%.

RISSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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