RIPIX Mutual Fund

NAV$13.04

Returns Overview

1 Month
-4.50%
3 Months
+8.11%
YTD
+0.56%
1 Year
-6.11%
3 Years (annualized)
+1.80%
5 Years (annualized)
-4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIPIX 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 AC World ex-USA Small Cap NR(.MIWU000S0NUS)
This Mutual Fund (YTD)
+0.56%
Peer Avg (YTD)
+9.16%
vs Peers
-8.60%

RIPIX Mutual Fund Performance

RIPIX performance across multiple time periods: 1-month -4.50%, YTD 0.56%, 1-year -6.11%, 3-year 1.80%, 5-year -4.28%.

RIPIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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