RIGGX Mutual Fund

RIGGX Mutual Fund

NAV$48.45
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Returns Overview

1 Month
-3.03%
3 Months
-3.25%
6 Months
+0.53%
YTD
+7.90%
1 Year
+14.28%
3 Years (annualized)
+19.97%
5 Years (annualized)
+8.64%
10 Years (annualized)
+9.38%

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)
+7.90%
Peer Avg (YTD)
+8.05%
vs Peers
-0.15%

RIGGX Mutual Fund Performance

RIGGX performance across multiple time periods: 1-month -3.03%, YTD 7.90%, 1-year 14.28%, 3-year 19.97%, 5-year 8.64%, 10-year 9.38%.

RIGGX returns trail the peer average of 8.05% 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.