RIFJX

Mutual fund

$11.68 +$0.02 (+0.17%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $10.19High $12.05

Has RIFJX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RIFJX returned +13.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RIFJX
+13.4%
S&P 500
+16.6%
Largest decline 
RIFJX
8.6%
S&P 500
8.9%
Risk-adjusted return 
RIFJX
0.83
S&P 500
0.97
Downside risk-adjusted return 
RIFJX
1.21
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

PeriodRIFJXS&P 500
1 month -0.6% +0.6%
3 months +0.7% +3.4%
Year to date +10.3% +13.3%
1 year +13.4% +16.6%
3 years (annualized) +13.2% +20.2%

Volatility (1-year, annualized): 11.3% · Largest decline (max drawdown, since Oct 2021): 20.8%

How are your investments doing?

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