RIDAX Mutual Fund

NAV$27.71

Returns Overview

1 Month
+2.25%
3 Months
+1.65%
6 Months
+3.32%
YTD
+6.45%
1 Year
+12.05%
3 Years (annualized)
+12.08%
5 Years (annualized)
+6.92%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIDAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.45%
Peer Avg (YTD)
+6.73%
vs Peers
-0.27%

RIDAX Mutual Fund Performance

RIDAX performance across multiple time periods: 1-month 2.25%, YTD 6.45%, 1-year 12.05%, 3-year 12.08%, 5-year 6.92%, 10-year 7.69%.

RIDAX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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