RISIX Mutual Fund

RISIX Mutual Fund

NAV$13.31
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Returns Overview

1 Month
-4.16%
3 Months
-8.44%
6 Months
+1.52%
YTD
+6.89%
1 Year
+4.79%
3 Years (annualized)
+16.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RISIX 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 ACWI ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+6.89%
Peer Avg (YTD)
+10.34%
vs Peers
-3.46%

RISIX Mutual Fund Performance

RISIX performance across multiple time periods: 1-month -4.16%, YTD 6.89%, 1-year 4.79%, 3-year 16.67%.

RISIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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