RIGGX Mutual Fund

NAV$49.91

Returns Overview

1 Month
-0.68%
3 Months
+10.55%
6 Months
+12.41%
YTD
+10.99%
1 Year
+25.61%
3 Years (annualized)
+18.36%
5 Years (annualized)
+9.21%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIGGX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.99%
Peer Avg (YTD)
+9.13%
vs Peers
+1.86%

RIGGX Mutual Fund Performance

RIGGX performance across multiple time periods: 1-month -0.68%, YTD 10.99%, 1-year 25.61%, 3-year 18.36%, 5-year 9.21%, 10-year 10.17%.

RIGGX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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