RICHX Mutual Fund

RICHX Mutual Fund

NAV$66.62
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Returns Overview

1 Month
-2.20%
3 Months
-2.07%
6 Months
+2.00%
YTD
+6.95%
1 Year
+8.03%
3 Years (annualized)
+23.25%
5 Years (annualized)
+12.70%
10 Years (annualized)
+13.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RICHX 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)
+6.95%
Peer Avg (YTD)
+10.80%
vs Peers
-3.85%

RICHX Mutual Fund Performance

RICHX performance across multiple time periods: 1-month -2.20%, YTD 6.95%, 1-year 8.03%, 3-year 23.25%, 5-year 12.70%, 10-year 13.94%.

RICHX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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