RFISX Mutual Fund

RFISX Mutual Fund

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Returns Overview

1 Month
-5.19%
3 Months
-12.55%
6 Months
+4.61%
YTD
-1.24%
1 Year
-0.07%
3 Years (annualized)
+1.25%
5 Years (annualized)
-3.05%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFISX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
-1.24%
Peer Avg (YTD)
+10.34%
vs Peers
-11.59%

RFISX Mutual Fund Performance

RFISX performance across multiple time periods: 1-month -5.19%, YTD -1.24%, 1-year -0.07%, 3-year 1.25%, 5-year -3.05%, 10-year 6.96%.

RFISX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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