RIGGX Mutual Fund

RIGGX Mutual Fund

NAV$49.08
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Returns Overview

1 Month
+2.32%
3 Months
+2.12%
6 Months
+3.71%
YTD
+15.58%
1 Year
+25.71%
3 Years (annualized)
+19.74%
5 Years (annualized)
+9.61%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIGGX 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)
+15.58%
Peer Avg (YTD)
+10.17%
vs Peers
+5.41%

RIGGX Mutual Fund Performance

RIGGX performance across multiple time periods: 1-month 2.32%, YTD 15.58%, 1-year 25.71%, 3-year 19.74%, 5-year 9.61%, 10-year 10.02%.

RIGGX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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