RIEBX Mutual Fund

RIEBX Mutual Fund

NAV$27.23
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Returns Overview

1 Month
-4.43%
3 Months
-0.91%
6 Months
+1.98%
YTD
+4.14%
1 Year
+7.41%
3 Years (annualized)
+14.19%
5 Years (annualized)
+7.93%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIEBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.14%
Peer Avg (YTD)
+6.10%
vs Peers
-1.96%

RIEBX Mutual Fund Performance

RIEBX performance across multiple time periods: 1-month -4.43%, YTD 4.14%, 1-year 7.41%, 3-year 14.19%, 5-year 7.93%, 10-year 8.22%.

RIEBX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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