RICCX Mutual Fund

RICCX Mutual Fund

NAV$68.53
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Returns Overview

1 Month
-0.01%
3 Months
+4.04%
6 Months
+7.70%
YTD
+8.91%
1 Year
+16.59%
3 Years (annualized)
+20.53%
5 Years (annualized)
+12.92%
10 Years (annualized)
+13.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RICCX 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)
+8.91%
Peer Avg (YTD)
+9.41%
vs Peers
-0.50%

RICCX Mutual Fund Performance

RICCX performance across multiple time periods: 1-month -0.01%, YTD 8.91%, 1-year 16.59%, 3-year 20.53%, 5-year 12.92%, 10-year 13.05%.

RICCX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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