RIDEX

Mutual fund

$27.56 -$0.13 (-0.47%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $25.78High $28.55

Has RIDEX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RIDEX returned +10.5%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RIDEX
+10.5%
S&P 500
+16.6%
Largest decline 
RIDEX
6.1%
S&P 500
8.9%
Risk-adjusted return 
RIDEX
0.86
S&P 500
0.97
Downside risk-adjusted return 
RIDEX
1.23
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

PeriodRIDEXS&P 500
1 month +0.2% +0.6%
3 months +0.6% +3.4%
Year to date +7.7% +13.3%
1 year +10.5% +16.6%
3 years (annualized) +15.0% +23.1%

Volatility (1-year, annualized): 7.4% · Largest decline (max drawdown, since Oct 2021): 15.8%

How are your investments doing?

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