RIDGX Mutual Fund

RIDGX Mutual Fund

NAV$28.11
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Returns Overview

1 Month
+4.12%
3 Months
+1.08%
6 Months
+3.37%
YTD
+9.09%
1 Year
+13.32%
3 Years (annualized)
+16.58%
5 Years (annualized)
+8.37%
10 Years (annualized)
+8.87%

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)
+9.09%
Peer Avg (YTD)
+6.22%
vs Peers
+2.87%

RIDGX Mutual Fund Performance

RIDGX performance across multiple time periods: 1-month 4.12%, YTD 9.09%, 1-year 13.32%, 3-year 16.58%, 5-year 8.37%, 10-year 8.87%.

RIDGX returns outperform the peer average of 6.22% 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.