RICEX Mutual Fund

RICEX Mutual Fund

NAV$68.87
See how much of RICEX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.01%
3 Months
+4.12%
6 Months
+7.86%
YTD
+9.10%
1 Year
+16.94%
3 Years (annualized)
+20.88%
5 Years (annualized)
+13.26%
10 Years (annualized)
+13.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RICEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+9.41%
vs Peers
-0.31%

RICEX Mutual Fund Performance

RICEX performance across multiple time periods: 1-month 0.01%, YTD 9.10%, 1-year 16.94%, 3-year 20.88%, 5-year 13.26%, 10-year 13.42%.

RICEX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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