RITAX Mutual Fund

RITAX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
-0.65%
3 Months
-0.22%
6 Months
+0.64%
YTD
+1.20%
1 Year
+4.30%
3 Years (annualized)
+7.75%
5 Years (annualized)
+3.66%
10 Years (annualized)
+5.03%

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
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
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+0.12%
vs Peers
+1.08%

RITAX Mutual Fund Performance

RITAX performance across multiple time periods: 1-month -0.65%, YTD 1.20%, 1-year 4.30%, 3-year 7.75%, 5-year 3.66%, 10-year 5.03%.

RITAX returns outperform the peer average of 0.12% 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.