RIGEX

Mutual fund

$48.59 +$0.01 (+0.02%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $44.13High $51.39

Has RIGEX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RIGEX returned +15.7%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RIGEX
+15.7%
S&P 500
+16.6%
Largest decline 
RIGEX
10.9%
S&P 500
8.9%
Risk-adjusted return 
RIGEX
0.82
S&P 500
0.97
Downside risk-adjusted return 
RIGEX
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

PeriodRIGEXS&P 500
1 month -2.7% +0.6%
3 months +0.5% +3.4%
Year to date +10.3% +13.3%
1 year +15.7% +16.6%
3 years (annualized) +19.7% +23.1%

Volatility (1-year, annualized): 14.4% · Largest decline (max drawdown, since Oct 2021): 29.4%

How are your investments doing?

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