RSIIX Mutual Fund

RSIIX Mutual Fund

NAV$8.49
See how much of RSIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.63%
3 Months
+0.92%
6 Months
+2.69%
YTD
+3.29%
1 Year
+5.31%
3 Years (annualized)
+7.45%
5 Years (annualized)
+5.58%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSIIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 3-7 Year US Treasury Index
This Mutual Fund (YTD)
+3.29%
Peer Avg (YTD)
+0.12%
vs Peers
+3.17%

RSIIX Mutual Fund Performance

RSIIX performance across multiple time periods: 1-month 0.63%, YTD 3.29%, 1-year 5.31%, 3-year 7.45%, 5-year 5.58%, 10-year 5.23%.

RSIIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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