RIFIX Mutual Fund

RIFIX Mutual Fund

NAV$11.63
See how much of RIFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.94%
3 Months
-0.00%
6 Months
+11.79%
YTD
+9.02%
1 Year
+12.18%
3 Years (annualized)
+15.57%
5 Years (annualized)
+13.16%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIFIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.02%
Peer Avg (YTD)
+6.10%
vs Peers
+2.92%

RIFIX Mutual Fund Performance

RIFIX performance across multiple time periods: 1-month -1.94%, YTD 9.02%, 1-year 12.18%, 3-year 15.57%, 5-year 13.16%, 10-year 8.86%.

RIFIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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