RIERX Mutual Fund

RIERX Mutual Fund

NAV$13.18
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Returns Overview

1 Month
-3.06%
3 Months
-2.63%
6 Months
+10.09%
YTD
+7.17%
1 Year
+10.73%
3 Years (annualized)
+14.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIERX 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)
+7.17%
Peer Avg (YTD)
+8.67%
vs Peers
-1.50%

RIERX Mutual Fund Performance

RIERX performance across multiple time periods: 1-month -3.06%, YTD 7.17%, 1-year 10.73%, 3-year 14.55%.

RIERX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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