RIFBX Mutual Fund

RIFBX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
-4.59%
3 Months
-6.65%
6 Months
+13.88%
YTD
+15.74%
1 Year
+20.92%
3 Years (annualized)
+14.18%
5 Years (annualized)
+8.38%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIFBX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.74%
Peer Avg (YTD)
+10.34%
vs Peers
+5.40%

RIFBX Mutual Fund Performance

RIFBX performance across multiple time periods: 1-month -4.59%, YTD 15.74%, 1-year 20.92%, 3-year 14.18%, 5-year 8.38%, 10-year 10.25%.

RIFBX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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