RICBX

Mutual fund

$67.27 +$0.32 (+0.48%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $57.04High $70.14

Has RICBX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RICBX returned +11.5%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RICBX
+11.5%
S&P 500
+16.6%
Largest decline 
RICBX
10.2%
S&P 500
8.9%
Risk-adjusted return 
RICBX
0.59
S&P 500
0.97
Downside risk-adjusted return 
RICBX
0.85
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRICBXS&P 500
1 month -0.1% +0.6%
3 months +1.1% +3.4%
Year to date +9.0% +13.3%
1 year +11.5% +16.6%
3 years (annualized) +22.5% +23.1%

Volatility (1-year, annualized): 13.5% · Largest decline (max drawdown, since Oct 2021): 24.8%

How are your investments doing?

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