RICBX Mutual Fund

RICBX Mutual Fund

NAV$66.07
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Returns Overview

1 Month
-2.29%
3 Months
-2.30%
6 Months
+1.28%
YTD
+5.85%
1 Year
+6.76%
3 Years (annualized)
+20.55%
5 Years (annualized)
+10.10%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RICBX 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)
+5.85%
Peer Avg (YTD)
+9.28%
vs Peers
-3.42%

RICBX Mutual Fund Performance

RICBX performance across multiple time periods: 1-month -2.29%, YTD 5.85%, 1-year 6.76%, 3-year 20.55%, 5-year 10.10%, 10-year 12.12%.

RICBX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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