RYBAX Mutual Fund

NAV$87.33
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Returns Overview

1 Month
-6.61%
3 Months
-2.07%
6 Months
+7.29%
YTD
+5.86%
1 Year
+29.83%
3 Years (annualized)
+13.57%
5 Years (annualized)
+8.25%
10 Years (annualized)
+10.68%

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

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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 500 Index(SPX)
This Mutual Fund (YTD)
+5.86%
Peer Avg (YTD)
-2.18%
vs Peers
+8.05%

RYBAX Mutual Fund Performance

RYBAX performance across multiple time periods: 1-month -6.61%, YTD 5.86%, 1-year 29.83%, 3-year 13.57%, 5-year 8.25%, 10-year 10.68%.

RYBAX returns outperform the peer average of -2.18% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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