RICGX Mutual Fund

RICGX Mutual Fund

NAV$70.98
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Returns Overview

1 Month
-0.73%
3 Months
+15.41%
6 Months
+9.87%
YTD
+9.27%
1 Year
+19.70%
3 Years (annualized)
+21.31%
5 Years (annualized)
+14.00%
10 Years (annualized)
+14.17%

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
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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)
+9.27%
Peer Avg (YTD)
+9.51%
vs Peers
-0.24%

RICGX Mutual Fund Performance

RICGX performance across multiple time periods: 1-month -0.73%, YTD 9.27%, 1-year 19.70%, 3-year 21.31%, 5-year 14.00%, 10-year 14.17%.

RICGX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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