RILFX Mutual Fund

NAV$9.44

Returns Overview

1 Month
-0.63%
3 Months
-1.56%
6 Months
-0.32%
YTD
-0.11%
1 Year
+2.72%
3 Years (annualized)
+3.97%
5 Years (annualized)
+0.48%
10 Years (annualized)
+2.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RILFX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
+3.23%
vs Peers
-3.33%

RILFX Mutual Fund Performance

RILFX performance across multiple time periods: 1-month -0.63%, YTD -0.11%, 1-year 2.72%, 3-year 3.97%, 5-year 0.48%, 10-year 2.56%.

RILFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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