RIFAX

Mutual fund

$24.11 +$0.10 (+0.42%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $19.94High $24.50

Has RIFAX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RIFAX returned +15.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RIFAX
+15.1%
S&P 500
+16.6%
Largest decline 
RIFAX
9.1%
S&P 500
8.9%
Risk-adjusted return 
RIFAX
0.89
S&P 500
0.97
Downside risk-adjusted return 
RIFAX
1.28
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodRIFAXS&P 500
1 month +0.5% +0.6%
3 months +3.0% +3.4%
Year to date +12.2% +13.3%
1 year +15.1% +16.6%
3 years (annualized) +13.4% +20.1%

Volatility (1-year, annualized): 12.4% · Largest decline (max drawdown, since Oct 2021): 25.2%

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.

Can't connect your account? Type your holdings into the Free Portfolio Analyzer