RSIFX Mutual Fund

RSIFX Mutual Fund

NAV$38.09
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Returns Overview

1 Month
-6.58%
3 Months
+8.23%
6 Months
+17.44%
YTD
+15.32%
1 Year
+25.83%
3 Years (annualized)
+23.26%
5 Years (annualized)
+4.26%
10 Years (annualized)
+15.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSIFX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+15.32%
Peer Avg (YTD)
+11.56%
vs Peers
+3.76%

RSIFX Mutual Fund Performance

RSIFX performance across multiple time periods: 1-month -6.58%, YTD 15.32%, 1-year 25.83%, 3-year 23.26%, 5-year 4.26%, 10-year 15.83%.

RSIFX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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