RIGIX Mutual Fund

NAV$50.21

Returns Overview

1 Month
-0.70%
3 Months
+10.51%
6 Months
+12.32%
YTD
+10.90%
1 Year
+25.44%
3 Years (annualized)
+18.18%
5 Years (annualized)
+9.04%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIGIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.90%
Peer Avg (YTD)
+9.13%
vs Peers
+1.77%

RIGIX Mutual Fund Performance

RIGIX performance across multiple time periods: 1-month -0.70%, YTD 10.90%, 1-year 25.44%, 3-year 18.18%, 5-year 9.04%, 10-year 10.00%.

RIGIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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