RSIRX Mutual Fund

NAV$16.37

Returns Overview

1 Month
+1.47%
3 Months
+8.24%
6 Months
+9.06%
YTD
+7.80%
1 Year
+19.10%
3 Years (annualized)
+17.58%
5 Years (annualized)
+9.36%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+9.13%
vs Peers
-1.33%

RSIRX Mutual Fund Performance

RSIRX performance across multiple time periods: 1-month 1.47%, YTD 7.80%, 1-year 19.10%, 3-year 17.58%, 5-year 9.36%.

RSIRX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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