RYBAX Mutual Fund

RYBAX Mutual Fund

NAV$90.56
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Returns Overview

1 Month
-2.77%
3 Months
-7.09%
6 Months
-5.12%
YTD
+4.32%
1 Year
+26.07%
3 Years (annualized)
+10.62%
5 Years (annualized)
+7.52%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYBAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
-3.00%
vs Peers
+7.32%

RYBAX Mutual Fund Performance

RYBAX performance across multiple time periods: 1-month -2.77%, YTD 4.32%, 1-year 26.07%, 3-year 10.62%, 5-year 7.52%, 10-year 9.65%.

RYBAX returns outperform the peer average of -3.00% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

RYBAX vs another fund shows side-by-side returns. RYBAX alternatives are available in the Mutual Fund Screener.