RITHX Mutual Fund

RITHX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
-0.32%
3 Months
-2.00%
6 Months
-1.98%
YTD
-0.28%
1 Year
+0.90%
3 Years (annualized)
+8.75%
5 Years (annualized)
+4.21%
10 Years (annualized)
+5.41%

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)
-0.28%
Peer Avg (YTD)
+1.93%
vs Peers
-2.20%

RITHX Mutual Fund Performance

RITHX performance across multiple time periods: 1-month -0.32%, YTD -0.28%, 1-year 0.90%, 3-year 8.75%, 5-year 4.21%, 10-year 5.41%.

RITHX returns trail the peer average of 1.93% 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.