RITHX Mutual Fund

RITHX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
+0.68%
3 Months
+0.07%
6 Months
+0.99%
YTD
+2.45%
1 Year
+4.47%
3 Years (annualized)
+8.92%
5 Years (annualized)
+4.71%
10 Years (annualized)
+5.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RITHX 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)
+2.45%
Peer Avg (YTD)
+2.15%
vs Peers
+0.29%

RITHX Mutual Fund Performance

RITHX performance across multiple time periods: 1-month 0.68%, YTD 2.45%, 1-year 4.47%, 3-year 8.92%, 5-year 4.71%, 10-year 5.94%.

RITHX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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