RIFSX

Mutual fund

$13.78 -$0.13 (-0.93%) NAV as of Oct 19, 2026

Prices on SharpeShare since Mar 1, 2024

52-week range

Low $13.61High $15.57

Has RIFSX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RIFSX returned +0.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RIFSX
+0.4%
S&P 500
+16.6%
Largest decline 
RIFSX
12.0%
S&P 500
8.9%
Risk-adjusted return 
RIFSX
-0.22
S&P 500
0.97
Downside risk-adjusted return 
RIFSX
-0.30
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

PeriodRIFSXS&P 500
1 month -2.4% +0.6%
3 months -9.9% +3.4%
Year to date +1.5% +13.3%
1 year +0.4% +16.6%

Volatility (1-year, annualized): 12.1% · Largest decline (max drawdown, since Mar 2024): 18.3%

How are your investments doing?

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