RIFBX Mutual Fund

NAV$17.32

Returns Overview

1 Month
-0.12%
3 Months
+7.31%
6 Months
+13.13%
YTD
+19.04%
1 Year
+40.16%
3 Years (annualized)
+14.34%
5 Years (annualized)
+15.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIFBX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+19.04%
Peer Avg (YTD)
+18.52%
vs Peers
+0.51%

RIFBX Mutual Fund Performance

RIFBX performance across multiple time periods: 1-month -0.12%, YTD 19.04%, 1-year 40.16%, 3-year 14.34%, 5-year 15.08%.

RIFBX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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