RITEX Mutual Fund

RITEX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
+0.25%
3 Months
-1.47%
6 Months
-1.50%
YTD
+0.15%
1 Year
+1.29%
3 Years (annualized)
+8.75%
5 Years (annualized)
+4.01%
10 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RITEX 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)
+0.15%
Peer Avg (YTD)
+2.28%
vs Peers
-2.14%

RITEX Mutual Fund Performance

RITEX performance across multiple time periods: 1-month 0.25%, YTD 0.15%, 1-year 1.29%, 3-year 8.75%, 5-year 4.01%, 10-year 5.26%.

RITEX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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