RIDCX Mutual Fund

RIDCX Mutual Fund

NAV$27.88
See how much of RIDCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.11%
3 Months
+0.92%
6 Months
+3.06%
YTD
+8.55%
1 Year
+12.59%
3 Years (annualized)
+15.66%
5 Years (annualized)
+7.59%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIDCX 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)
+8.55%
Peer Avg (YTD)
+6.22%
vs Peers
+2.33%

RIDCX Mutual Fund Performance

RIDCX performance across multiple time periods: 1-month 4.11%, YTD 8.55%, 1-year 12.59%, 3-year 15.66%, 5-year 7.59%, 10-year 8.14%.

RIDCX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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