RIEAX Mutual Fund

RIEAX Mutual Fund

NAV$13.14
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Returns Overview

1 Month
-3.07%
3 Months
-2.71%
6 Months
+9.94%
YTD
+6.93%
1 Year
+10.42%
3 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIEAX 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
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📉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
MSCI EAFE Net Total Return Index(MENTRI)
This Mutual Fund (YTD)
+6.93%
Peer Avg (YTD)
+8.68%
vs Peers
-1.75%

RIEAX Mutual Fund Performance

RIEAX performance across multiple time periods: 1-month -3.07%, YTD 6.93%, 1-year 10.42%, 3-year 12.23%.

RIEAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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