RIDEX Mutual Fund

RIDEX Mutual Fund

NAV$28.02
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Returns Overview

1 Month
+4.09%
3 Months
+1.00%
6 Months
+3.20%
YTD
+8.80%
1 Year
+12.92%
3 Years (annualized)
+15.96%
5 Years (annualized)
+7.88%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIDEX 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)
+8.80%
Peer Avg (YTD)
+6.22%
vs Peers
+2.58%

RIDEX Mutual Fund Performance

RIDEX performance across multiple time periods: 1-month 4.09%, YTD 8.80%, 1-year 12.92%, 3-year 15.96%, 5-year 7.88%, 10-year 8.44%.

RIDEX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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