RIDFX Mutual Fund

RIDFX Mutual Fund

NAV$27.77
See how much of RIDFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.12%
3 Months
+1.07%
6 Months
+3.35%
YTD
+9.06%
1 Year
+13.24%
3 Years (annualized)
+16.25%
5 Years (annualized)
+8.17%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIDFX 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)
+9.06%
Peer Avg (YTD)
+6.22%
vs Peers
+2.84%

RIDFX Mutual Fund Performance

RIDFX performance across multiple time periods: 1-month 4.12%, YTD 9.06%, 1-year 13.24%, 3-year 16.25%, 5-year 8.17%, 10-year 8.74%.

RIDFX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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