RISSX

Mutual fund

$12.89 +$0.02 (+0.16%) NAV as of Oct 19, 2026

Prices on SharpeShare since Sep 5, 2023

52-week range

Low $12.21High $15.33

Has RISSX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RISSX returned +1.7%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RISSX
+1.7%
S&P 500
+16.6%
Largest decline 
RISSX
16.0%
S&P 500
8.9%
Risk-adjusted return 
RISSX
0.00
S&P 500
0.98
Downside risk-adjusted return 
RISSX
0.00
S&P 500
1.44

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

PeriodRISSXS&P 500
1 month -3.9% +0.6%
3 months -5.6% +3.4%
Year to date +4.1% +13.3%
1 year +1.7% +16.6%
3 years (annualized) +17.4% +23.1%

Volatility (1-year, annualized): 20.6% · Largest decline (max drawdown, since Sep 2023): 16.9%

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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