RIFYX

Mutual fund

$41.52 +$0.82 (+2.01%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $30.02High $45.64

Has RIFYX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RIFYX returned +19.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RIFYX
+19.8%
S&P 500
+16.6%
Largest decline 
RIFYX
17.7%
S&P 500
8.9%
Risk-adjusted return 
RIFYX
0.69
S&P 500
0.97
Downside risk-adjusted return 
RIFYX
0.98
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

PeriodRIFYXS&P 500
1 month -4.2% +0.6%
3 months +2.1% +3.4%
Year to date +17.8% +13.3%
1 year +19.8% +16.6%
3 years (annualized) +30.8% +23.1%

Volatility (1-year, annualized): 25.3% · Largest decline (max drawdown, since Oct 2021): 53.6%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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