RFISX Mutual Fund

NAV$16.80

Returns Overview

1 Month
-6.20%
3 Months
+1.45%
6 Months
-0.06%
YTD
+4.41%
1 Year
+17.27%
3 Years (annualized)
+5.14%
5 Years (annualized)
-0.75%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFISX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+4.41%
Peer Avg (YTD)
+18.52%
vs Peers
-14.11%

RFISX Mutual Fund Performance

RFISX performance across multiple time periods: 1-month -6.20%, YTD 4.41%, 1-year 17.27%, 3-year 5.14%, 5-year -0.75%, 10-year 8.41%.

RFISX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

RFISX performance comparison shows side-by-side returns with another fund. RFISX alternatives are available in the Mutual Fund Screener.