RIEBX Mutual Fund

NAV$27.90

Returns Overview

1 Month
+2.24%
3 Months
+2.57%
6 Months
+3.22%
YTD
+6.65%
1 Year
+12.35%
3 Years (annualized)
+12.53%
5 Years (annualized)
+7.30%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIEBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.65%
Peer Avg (YTD)
+6.73%
vs Peers
-0.07%

RIEBX Mutual Fund Performance

RIEBX performance across multiple time periods: 1-month 2.24%, YTD 6.65%, 1-year 12.35%, 3-year 12.53%, 5-year 7.30%, 10-year 7.69%.

RIEBX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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