RIDGX Mutual Fund

RIDGX Mutual Fund

NAV$27.35
See how much of RIDGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.32%
3 Months
-0.71%
6 Months
+2.40%
YTD
+4.78%
1 Year
+8.29%
3 Years (annualized)
+15.10%
5 Years (annualized)
+8.79%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIDGX 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)
+4.78%
Peer Avg (YTD)
+6.10%
vs Peers
-1.32%

RIDGX Mutual Fund Performance

RIDGX performance across multiple time periods: 1-month -4.32%, YTD 4.78%, 1-year 8.29%, 3-year 15.10%, 5-year 8.79%, 10-year 9.09%.

RIDGX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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