RIDFX Mutual Fund

RIDFX Mutual Fund

NAV$27.33
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Returns Overview

1 Month
+1.47%
3 Months
+3.26%
6 Months
+2.25%
YTD
+9.49%
1 Year
+14.72%
3 Years (annualized)
+15.04%
5 Years (annualized)
+8.74%
10 Years (annualized)
+8.99%

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
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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)
+9.49%
Peer Avg (YTD)
+7.17%
vs Peers
+2.32%

RIDFX Mutual Fund Performance

RIDFX performance across multiple time periods: 1-month 1.47%, YTD 9.49%, 1-year 14.72%, 3-year 15.04%, 5-year 8.74%, 10-year 8.99%.

RIDFX returns outperform the peer average of 7.17% 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.