RICIX Mutual Fund

RICIX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
-10.20%
3 Months
-1.50%
6 Months
+12.65%
YTD
-2.06%
1 Year
+28.96%
3 Years (annualized)
+14.49%
5 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RICIX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
-2.06%
Peer Avg (YTD)
-1.52%
vs Peers
-0.53%

RICIX Mutual Fund Performance

RICIX performance across multiple time periods: 1-month -10.20%, YTD -2.06%, 1-year 28.96%, 3-year 14.49%, 5-year 8.74%.

RICIX returns trail the peer average of -1.52% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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