RIFIX

Mutual fund

$11.62 +$0.01 (+0.09%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $10.33High $12.00

Has RIFIX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RIFIX returned +11.7%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RIFIX
+11.7%
S&P 500
+16.6%
Largest decline 
RIFIX
8.0%
S&P 500
8.9%
Risk-adjusted return 
RIFIX
0.75
S&P 500
0.97
Downside risk-adjusted return 
RIFIX
1.09
S&P 500
1.43

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

PeriodRIFIXS&P 500
1 month -0.7% +0.6%
3 months +0.3% +3.4%
Year to date +8.9% +13.3%
1 year +11.7% +16.6%
3 years (annualized) +12.6% +20.1%

Volatility (1-year, annualized): 10.4% · Largest decline (max drawdown, since Oct 2021): 20.6%

How are your investments doing?

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