RSIRX Mutual Fund

RSIRX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
-3.31%
3 Months
-0.63%
6 Months
+7.56%
YTD
+7.12%
1 Year
+12.64%
3 Years (annualized)
+18.53%
5 Years (annualized)
+9.46%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSIRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.12%
Peer Avg (YTD)
+9.29%
vs Peers
-2.17%

RSIRX Mutual Fund Performance

RSIRX performance across multiple time periods: 1-month -3.31%, YTD 7.12%, 1-year 12.64%, 3-year 18.53%, 5-year 9.46%, 10-year 9.76%.

RSIRX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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