RITBX Mutual Fund

RITBX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
-0.32%
3 Months
-2.15%
6 Months
-2.36%
YTD
-0.97%
1 Year
+0.04%
3 Years (annualized)
+7.77%
5 Years (annualized)
+3.13%
10 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RITBX 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)
-0.97%
Peer Avg (YTD)
+1.93%
vs Peers
-2.89%

RITBX Mutual Fund Performance

RITBX performance across multiple time periods: 1-month -0.32%, YTD -0.97%, 1-year 0.04%, 3-year 7.77%, 5-year 3.13%, 10-year 4.42%.

RITBX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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