RLIIX Mutual Fund

RLIIX Mutual Fund

NAV$15.92
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Returns Overview

1 Month
+1.70%
3 Months
+2.26%
6 Months
+5.80%
YTD
+9.99%
1 Year
+15.97%
3 Years (annualized)
+13.57%
5 Years (annualized)
+6.64%
10 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLIIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Global Markets Index(^MSGMUSDP)
This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+7.17%
vs Peers
+2.82%

RLIIX Mutual Fund Performance

RLIIX performance across multiple time periods: 1-month 1.70%, YTD 9.99%, 1-year 15.97%, 3-year 13.57%, 5-year 6.64%, 10-year 7.71%.

RLIIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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