RITAX Mutual Fund

RITAX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
+0.60%
3 Months
-0.17%
6 Months
+0.52%
YTD
+1.81%
1 Year
+3.49%
3 Years (annualized)
+7.90%
5 Years (annualized)
+3.75%
10 Years (annualized)
+4.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RITAX 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
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📉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
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+2.15%
vs Peers
-0.35%

RITAX Mutual Fund Performance

RITAX performance across multiple time periods: 1-month 0.60%, YTD 1.81%, 1-year 3.49%, 3-year 7.90%, 5-year 3.75%, 10-year 4.90%.

RITAX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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