RIDAX Mutual Fund

RIDAX Mutual Fund

NAV$27.82
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Returns Overview

1 Month
+4.00%
3 Months
+0.81%
6 Months
+2.80%
YTD
+8.13%
1 Year
+12.09%
3 Years (annualized)
+15.23%
5 Years (annualized)
+7.16%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIDAX 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)
+8.13%
Peer Avg (YTD)
+6.22%
vs Peers
+1.91%

RIDAX Mutual Fund Performance

RIDAX performance across multiple time periods: 1-month 4.00%, YTD 8.13%, 1-year 12.09%, 3-year 15.23%, 5-year 7.16%, 10-year 7.97%.

RIDAX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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