RITFX Mutual Fund

RITFX Mutual Fund

NAV$9.45
See how much of RITFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.34%
3 Months
-2.22%
6 Months
-0.08%
YTD
+0.11%
1 Year
+1.37%
3 Years (annualized)
+9.02%
5 Years (annualized)
+4.81%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RITFX 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
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+0.11%
Peer Avg (YTD)
+0.50%
vs Peers
-0.39%

RITFX Mutual Fund Performance

RITFX performance across multiple time periods: 1-month -2.34%, YTD 0.11%, 1-year 1.37%, 3-year 9.02%, 5-year 4.81%, 10-year 6.04%.

RITFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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