RICGX Mutual Fund

RICGX Mutual Fund

NAV$68.02
See how much of RICGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.20%
3 Months
+0.50%
6 Months
+9.83%
YTD
+10.62%
1 Year
+16.48%
3 Years (annualized)
+22.44%
5 Years (annualized)
+14.10%
10 Years (annualized)
+14.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RICGX 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)
+10.62%
Peer Avg (YTD)
+11.21%
vs Peers
-0.60%

RICGX Mutual Fund Performance

RICGX performance across multiple time periods: 1-month 1.20%, YTD 10.62%, 1-year 16.48%, 3-year 22.44%, 5-year 14.10%, 10-year 14.31%.

RICGX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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