RIERX
Prices on SharpeShare since Sep 5, 2023
52-week range
Low $11.70High $13.94
Has RIERX beaten the S&P 500?
Over the last year (to Oct 19, 2026), RIERX returned +6.9%; the S&P 500 (SPY) returned +16.6%.
Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.
How are your investments doing?
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Returns by period
| Period | RIERX | S&P 500 |
|---|---|---|
| 1 month | -2.5% | +0.6% |
| 3 months | -1.9% | +3.4% |
| Year to date | +6.4% | +13.3% |
| 1 year | +6.9% | +16.6% |
| 3 years (annualized) | +15.1% | +23.1% |
Volatility (1-year, annualized): 18.2% · Largest decline (max drawdown, since Sep 2023): 17.6%
How are your investments doing?
Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.
Free for 7 days, no card. Then $9/month.
Straight from your broker. Read-only. Never a recommendation.
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