RRIGX Mutual Fund

NAV$27.43

Returns Overview

1 Month
+4.65%
3 Months
+7.82%
6 Months
+8.55%
YTD
+14.43%
1 Year
+26.30%
3 Years (annualized)
+21.96%
5 Years (annualized)
+13.16%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRIGX 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
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+14.43%
Peer Avg (YTD)
+8.71%
vs Peers
+5.72%

RRIGX Mutual Fund Performance

RRIGX performance across multiple time periods: 1-month 4.65%, YTD 14.43%, 1-year 26.30%, 3-year 21.96%, 5-year 13.16%, 10-year 9.65%.

RRIGX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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