RIDHX Mutual Fund

RIDHX Mutual Fund

NAV$27.28
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Returns Overview

1 Month
-4.36%
3 Months
-0.75%
6 Months
+2.29%
YTD
+4.67%
1 Year
+8.10%
3 Years (annualized)
+14.94%
5 Years (annualized)
+8.63%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIDHX 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)
+4.67%
Peer Avg (YTD)
+6.10%
vs Peers
-1.43%

RIDHX Mutual Fund Performance

RIDHX performance across multiple time periods: 1-month -4.36%, YTD 4.67%, 1-year 8.10%, 3-year 14.94%, 5-year 8.63%, 10-year 8.92%.

RIDHX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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