RSYEX Mutual Fund

RSYEX Mutual Fund

NAV$80.27
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Returns Overview

1 Month
+7.50%
3 Months
+32.77%
6 Months
+27.66%
YTD
+27.10%
1 Year
+40.18%
3 Years (annualized)
+15.26%
5 Years (annualized)
-0.64%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSYEX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+27.10%
Peer Avg (YTD)
+18.52%
vs Peers
+8.58%

RSYEX Mutual Fund Performance

RSYEX performance across multiple time periods: 1-month 7.50%, YTD 27.10%, 1-year 40.18%, 3-year 15.26%, 5-year -0.64%, 10-year 10.19%.

RSYEX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

RSYEX performance comparison shows side-by-side returns with another fund. RSYEX alternatives are available in the Mutual Fund Screener.