RIRAX Mutual Fund

RIRAX Mutual Fund

NAV$81.82
See how much of RIRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.73%
3 Months
-1.00%
6 Months
+4.84%
YTD
+5.84%
1 Year
+9.41%
3 Years (annualized)
+15.46%
5 Years (annualized)
+8.42%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIRAX 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)
+5.84%
Peer Avg (YTD)
+5.22%
vs Peers
+0.61%

RIRAX Mutual Fund Performance

RIRAX performance across multiple time periods: 1-month -3.73%, YTD 5.84%, 1-year 9.41%, 3-year 15.46%, 5-year 8.42%, 10-year 7.42%.

RIRAX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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