RYBAX Mutual Fund

RYBAX Mutual Fund

NAV$82.46
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Returns Overview

1 Month
+12.55%
3 Months
+2.20%
6 Months
-5.11%
YTD
+17.41%
1 Year
+29.62%
3 Years (annualized)
+17.05%
5 Years (annualized)
+9.95%
10 Years (annualized)
+11.21%

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)
+17.41%
Peer Avg (YTD)
+16.13%
vs Peers
+1.28%

RYBAX Mutual Fund Performance

RYBAX performance across multiple time periods: 1-month 12.55%, YTD 17.41%, 1-year 29.62%, 3-year 17.05%, 5-year 9.95%, 10-year 11.21%.

RYBAX returns outperform the peer average of 16.13% 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.