RIF

Mutual fund

$7.76 +$0.07 (+0.91%) NAV as of Aug 24, 2026

Prices on SharpeShare since May 28, 2026

Range since May 28, 2026

Low $7.49High $8.70

Has RIF beaten the S&P 500?

Since May 28, 2026 (to Aug 24, 2026), RIF returned -10.0%; the S&P 500 (SPY) returned +1.4%.

Key figures vs the S&P 500

Return 
RIF
-10.0%
S&P 500
+1.4%

Not annualized (under a year)

Largest decline 
RIF
13.9%
S&P 500
4.5%
Risk-adjusted return 
RIF
-1.85
S&P 500
0.23
Downside risk-adjusted return 
RIF
-2.24
S&P 500
0.32

May 28, 2026 – Aug 24, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRIFS&P 500
1 month -1.8% +3.3%

Largest decline (max drawdown, since May 2026): 13.9%

How are your investments doing?

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