RIDAX Mutual Fund

RIDAX Mutual Fund

NAV$27.10
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Returns Overview

1 Month
-4.42%
3 Months
-1.00%
6 Months
+1.87%
YTD
+3.97%
1 Year
+7.14%
3 Years (annualized)
+13.86%
5 Years (annualized)
+7.61%
10 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIDAX 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)
+3.97%
Peer Avg (YTD)
+6.10%
vs Peers
-2.13%

RIDAX Mutual Fund Performance

RIDAX performance across multiple time periods: 1-month -4.42%, YTD 3.97%, 1-year 7.14%, 3-year 13.86%, 5-year 7.61%, 10-year 7.86%.

RIDAX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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