RICFX Mutual Fund

NAV$70.42

Returns Overview

1 Month
-0.74%
3 Months
+15.40%
6 Months
+9.85%
YTD
+9.26%
1 Year
+19.66%
3 Years (annualized)
+21.25%
5 Years (annualized)
+13.94%
10 Years (annualized)
+14.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RICFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+9.51%
vs Peers
-0.25%

RICFX Mutual Fund Performance

RICFX performance across multiple time periods: 1-month -0.74%, YTD 9.26%, 1-year 19.66%, 3-year 21.25%, 5-year 13.94%, 10-year 14.11%.

RICFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

RICFX performance comparison shows side-by-side returns with another fund. RICFX alternatives are available in the Mutual Fund Screener.