RISSX Mutual Fund

RISSX Mutual Fund

NAV$12.48
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Returns Overview

1 Month
-6.00%
3 Months
-5.86%
6 Months
-14.76%
YTD
+0.40%
1 Year
-3.24%
3 Years (annualized)
+16.69%

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)
+0.40%
Peer Avg (YTD)
+12.21%
vs Peers
-11.81%

RISSX Mutual Fund Performance

RISSX performance across multiple time periods: 1-month -6.00%, YTD 0.40%, 1-year -3.24%, 3-year 16.69%.

RISSX returns trail the peer average of 12.21% 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.