RIRBX Mutual Fund

NAV$83.30

Returns Overview

1 Month
+1.44%
3 Months
+3.89%
6 Months
+4.61%
YTD
+7.65%
1 Year
+14.82%
3 Years (annualized)
+13.69%
5 Years (annualized)
+7.65%
10 Years (annualized)
+6.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIRBX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.65%
Peer Avg (YTD)
+5.93%
vs Peers
+1.72%

RIRBX Mutual Fund Performance

RIRBX performance across multiple time periods: 1-month 1.44%, YTD 7.65%, 1-year 14.82%, 3-year 13.69%, 5-year 7.65%, 10-year 6.89%.

RIRBX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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