RIFJX Mutual Fund

RIFJX Mutual Fund

NAV$11.80
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Returns Overview

1 Month
-1.76%
3 Months
+0.60%
6 Months
+12.96%
YTD
+9.79%
1 Year
+13.20%
3 Years (annualized)
+17.31%
5 Years (annualized)
+10.60%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIFJX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.79%
Peer Avg (YTD)
+4.97%
vs Peers
+4.83%

RIFJX Mutual Fund Performance

RIFJX performance across multiple time periods: 1-month -1.76%, YTD 9.79%, 1-year 13.20%, 3-year 17.31%, 5-year 10.60%, 10-year 9.62%.

RIFJX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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