RIPIX Mutual Fund

RIPIX Mutual Fund

NAV$12.93
See how much of RIPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.99%
3 Months
+1.04%
6 Months
+9.23%
YTD
+1.61%
1 Year
-2.32%
3 Years (annualized)
+4.02%
5 Years (annualized)
-4.65%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIPIX 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
MSCI AC World ex-USA Small Cap NR(.MIWU000S0NUS)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+7.86%
vs Peers
-6.26%

RIPIX Mutual Fund Performance

RIPIX performance across multiple time periods: 1-month -2.99%, YTD 1.61%, 1-year -2.32%, 3-year 4.02%, 5-year -4.65%, 10-year 4.66%.

RIPIX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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