RLFIX Mutual Fund

NAV$14.72

Returns Overview

1 Month
+4.50%
3 Months
+8.05%
6 Months
+5.56%
YTD
+18.49%
1 Year
+18.49%
3 Years (annualized)
+16.11%
5 Years (annualized)
+9.83%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLFIX 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
Morningstar Global Markets Index(^MSGMUSDP)

RLFIX Mutual Fund Performance

RLFIX performance across multiple time periods: 1-month 4.50%, YTD 18.49%, 1-year 18.49%, 3-year 16.11%, 5-year 9.83%, 10-year 9.11%.

RLFIX returns can be compared against peers and benchmarks. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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