RIGEX Mutual Fund

RIGEX Mutual Fund

NAV$49.81
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Returns Overview

1 Month
+0.44%
3 Months
+3.81%
6 Months
+5.77%
YTD
+12.71%
1 Year
+26.84%
3 Years (annualized)
+16.97%
5 Years (annualized)
+9.08%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIGEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.71%
Peer Avg (YTD)
+9.42%
vs Peers
+3.29%

RIGEX Mutual Fund Performance

RIGEX performance across multiple time periods: 1-month 0.44%, YTD 12.71%, 1-year 26.84%, 3-year 16.97%, 5-year 9.08%, 10-year 9.36%.

RIGEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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