RICEX Mutual Fund

RICEX Mutual Fund

NAV$66.58
See how much of RICEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.23%
3 Months
-2.13%
6 Months
+1.65%
YTD
+6.51%
1 Year
+7.55%
3 Years (annualized)
+21.46%
5 Years (annualized)
+11.62%
10 Years (annualized)
+13.35%

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)
+6.51%
Peer Avg (YTD)
+9.28%
vs Peers
-2.76%

RICEX Mutual Fund Performance

RICEX performance across multiple time periods: 1-month -2.23%, YTD 6.51%, 1-year 7.55%, 3-year 21.46%, 5-year 11.62%, 10-year 13.35%.

RICEX returns trail the peer average of 9.28% 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.