RSIFX Mutual Fund

RSIFX Mutual Fund

NAV$39.53
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Returns Overview

1 Month
+2.71%
3 Months
+1.99%
6 Months
+39.58%
YTD
+25.89%
1 Year
+27.59%
3 Years (annualized)
+27.22%
5 Years (annualized)
+5.24%
10 Years (annualized)
+16.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSIFX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+25.89%
Peer Avg (YTD)
+16.41%
vs Peers
+9.49%

RSIFX Mutual Fund Performance

RSIFX performance across multiple time periods: 1-month 2.71%, YTD 25.89%, 1-year 27.59%, 3-year 27.22%, 5-year 5.24%, 10-year 16.16%.

RSIFX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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