RICGX Mutual Fund

RICGX Mutual Fund

NAV$66.69
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Returns Overview

1 Month
-2.20%
3 Months
-2.03%
6 Months
+2.09%
YTD
+7.08%
1 Year
+8.20%
3 Years (annualized)
+23.43%
5 Years (annualized)
+12.86%
10 Years (annualized)
+14.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RICGX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+17.72%
vs Peers
-10.63%

RICGX Mutual Fund Performance

RICGX performance across multiple time periods: 1-month -2.20%, YTD 7.08%, 1-year 8.20%, 3-year 23.43%, 5-year 12.86%, 10-year 14.10%.

RICGX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

RICGX vs another fund shows side-by-side returns. RICGX alternatives are available in the Mutual Fund Screener.