RLIIX Mutual Fund

RLIIX Mutual Fund

NAV$16.19
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Returns Overview

1 Month
+0.19%
3 Months
+2.48%
6 Months
+5.95%
YTD
+8.16%
1 Year
+16.70%
3 Years (annualized)
+12.57%
5 Years (annualized)
+6.86%
10 Years (annualized)
+7.64%

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)
+8.16%
Peer Avg (YTD)
+6.57%
vs Peers
+1.59%

RLIIX Mutual Fund Performance

RLIIX performance across multiple time periods: 1-month 0.19%, YTD 8.16%, 1-year 16.70%, 3-year 12.57%, 5-year 6.86%, 10-year 7.64%.

RLIIX returns outperform the peer average of 6.57% 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.