RSIRX Mutual Fund

RSIRX Mutual Fund

NAV$16.33
See how much of RSIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.45%
3 Months
+4.20%
6 Months
+4.81%
YTD
+10.64%
1 Year
+22.08%
3 Years (annualized)
+16.24%
5 Years (annualized)
+9.10%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSIRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.64%
Peer Avg (YTD)
+9.42%
vs Peers
+1.22%

RSIRX Mutual Fund Performance

RSIRX performance across multiple time periods: 1-month 1.45%, YTD 10.64%, 1-year 22.08%, 3-year 16.24%, 5-year 9.10%, 10-year 9.76%.

RSIRX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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