RIEAX Mutual Fund

NAV$13.29

Returns Overview

1 Month
-0.82%
3 Months
+2.94%
6 Months
+3.26%
YTD
+7.09%
1 Year
+14.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIEAX 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
MSCI EAFE Net Total Return Index(MENTRI)
This Mutual Fund (YTD)
+7.09%
Peer Avg (YTD)
+8.97%
vs Peers
-1.88%

RIEAX Mutual Fund Performance

RIEAX performance across multiple time periods: 1-month -0.82%, YTD 7.09%, 1-year 14.98%.

RIEAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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