RICFX Mutual Fund

RICFX Mutual Fund

NAV$69.11
See how much of RICFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.03%
3 Months
+0.17%
6 Months
+15.31%
YTD
+9.18%
1 Year
+12.31%
3 Years (annualized)
+22.38%
5 Years (annualized)
+14.04%
10 Years (annualized)
+14.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RICFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+9.98%
vs Peers
-0.80%

RICFX Mutual Fund Performance

RICFX performance across multiple time periods: 1-month -1.03%, YTD 9.18%, 1-year 12.31%, 3-year 22.38%, 5-year 14.04%, 10-year 14.25%.

RICFX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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