RIDBX Mutual Fund

RIDBX Mutual Fund

NAV$26.84
See how much of RIDBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.45%
3 Months
-1.00%
6 Months
+1.82%
YTD
+3.94%
1 Year
+7.10%
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 RIDBX 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)
+3.94%
Peer Avg (YTD)
+6.10%
vs Peers
-2.16%

RIDBX Mutual Fund Performance

RIDBX performance across multiple time periods: 1-month -4.45%, YTD 3.94%, 1-year 7.10%, 3-year 13.86%, 5-year 7.61%, 10-year 7.86%.

RIDBX 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.

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