RIBEX Mutual Fund

RIBEX Mutual Fund

NAV$66.32
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Returns Overview

1 Month
-2.26%
3 Months
-2.23%
6 Months
+1.68%
YTD
+6.39%
1 Year
+7.34%
3 Years (annualized)
+22.45%
5 Years (annualized)
+11.96%
10 Years (annualized)
+13.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIBEX 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)
+6.39%
Peer Avg (YTD)
+10.80%
vs Peers
-4.41%

RIBEX Mutual Fund Performance

RIBEX performance across multiple time periods: 1-month -2.26%, YTD 6.39%, 1-year 7.34%, 3-year 22.45%, 5-year 11.96%, 10-year 13.36%.

RIBEX returns trail the peer average of 10.80% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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