RICHX Mutual Fund

RICHX Mutual Fund

NAV$69.02
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Returns Overview

1 Month
-1.04%
3 Months
+0.16%
6 Months
+15.26%
YTD
+9.09%
1 Year
+12.20%
3 Years (annualized)
+22.26%
5 Years (annualized)
+13.93%
10 Years (annualized)
+14.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RICHX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+9.98%
vs Peers
-0.89%

RICHX Mutual Fund Performance

RICHX performance across multiple time periods: 1-month -1.04%, YTD 9.09%, 1-year 12.20%, 3-year 22.26%, 5-year 13.93%, 10-year 14.14%.

RICHX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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