RIGEX Mutual Fund

NAV$50.76

Returns Overview

1 Month
-0.70%
3 Months
+10.46%
6 Months
+12.22%
YTD
+10.80%
1 Year
+25.21%
3 Years (annualized)
+17.94%
5 Years (annualized)
+8.83%
10 Years (annualized)
+9.79%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.80%
Peer Avg (YTD)
+9.13%
vs Peers
+1.67%

RIGEX Mutual Fund Performance

RIGEX performance across multiple time periods: 1-month -0.70%, YTD 10.80%, 1-year 25.21%, 3-year 17.94%, 5-year 8.83%, 10-year 9.79%.

RIGEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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