RITGX Mutual Fund

RITGX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-2.33%
3 Months
-2.21%
6 Months
-0.06%
YTD
+0.15%
1 Year
+1.42%
3 Years (annualized)
+9.08%
5 Years (annualized)
+4.98%
10 Years (annualized)
+6.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RITGX 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
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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)
+0.15%
Peer Avg (YTD)
+0.50%
vs Peers
-0.35%

RITGX Mutual Fund Performance

RITGX performance across multiple time periods: 1-month -2.33%, YTD 0.15%, 1-year 1.42%, 3-year 9.08%, 5-year 4.98%, 10-year 6.15%.

RITGX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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