RIDGX Mutual Fund

RIDGX Mutual Fund

NAV$28.48
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Returns Overview

1 Month
+2.27%
3 Months
+2.26%
6 Months
+4.70%
YTD
+7.92%
1 Year
+16.16%
3 Years (annualized)
+13.44%
5 Years (annualized)
+8.52%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIDGX 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)
+7.92%
Peer Avg (YTD)
+6.57%
vs Peers
+1.35%

RIDGX Mutual Fund Performance

RIDGX performance across multiple time periods: 1-month 2.27%, YTD 7.92%, 1-year 16.16%, 3-year 13.44%, 5-year 8.52%, 10-year 8.59%.

RIDGX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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