RIDEX Mutual Fund

RIDEX Mutual Fund

NAV$27.27
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Returns Overview

1 Month
-4.35%
3 Months
-0.80%
6 Months
+2.24%
YTD
+4.52%
1 Year
+7.93%
3 Years (annualized)
+14.69%
5 Years (annualized)
+8.41%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIDEX 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)
+4.52%
Peer Avg (YTD)
+6.10%
vs Peers
-1.58%

RIDEX Mutual Fund Performance

RIDEX performance across multiple time periods: 1-month -4.35%, YTD 4.52%, 1-year 7.93%, 3-year 14.69%, 5-year 8.41%, 10-year 8.67%.

RIDEX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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