RYAZX Mutual Fund

NAV$274.42

Returns Overview

1 Month
+7.59%
3 Months
+19.24%
6 Months
+24.68%
YTD
+23.70%
1 Year
+41.20%
3 Years (annualized)
+16.38%
5 Years (annualized)
+9.03%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYAZX 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 SmallCap 600 Pure Value(^SP600PV:SP)
This Mutual Fund (YTD)
+23.70%
Peer Avg (YTD)
+18.52%
vs Peers
+5.17%

RYAZX Mutual Fund Performance

RYAZX performance across multiple time periods: 1-month 7.59%, YTD 23.70%, 1-year 41.20%, 3-year 16.38%, 5-year 9.03%, 10-year 9.33%.

RYAZX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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