RYAVX Mutual Fund

NAV$90.42

Returns Overview

1 Month
+1.81%
3 Months
+9.89%
6 Months
+12.09%
YTD
+10.63%
1 Year
+18.76%
3 Years (annualized)
+13.78%
5 Years (annualized)
+10.73%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYAVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Mid Cap 400 Pure Value Index(^SP400PV:SP)
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+18.52%
vs Peers
-7.89%

RYAVX Mutual Fund Performance

RYAVX performance across multiple time periods: 1-month 1.81%, YTD 10.63%, 1-year 18.76%, 3-year 13.78%, 5-year 10.73%, 10-year 11.58%.

RYAVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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