RSIIX Mutual Fund

RSIIX Mutual Fund

NAV$8.54
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Returns Overview

1 Month
+0.30%
3 Months
+1.67%
6 Months
+2.63%
YTD
+2.65%
1 Year
+5.69%
3 Years (annualized)
+7.56%
5 Years (annualized)
+5.45%
10 Years (annualized)
+5.28%

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
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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
ICE BofA 3-7 Year US Treasury Index
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+3.23%
vs Peers
-0.58%

RSIIX Mutual Fund Performance

RSIIX performance across multiple time periods: 1-month 0.30%, YTD 2.65%, 1-year 5.69%, 3-year 7.56%, 5-year 5.45%, 10-year 5.28%.

RSIIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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