RYBCX Mutual Fund

NAV$70.56

Returns Overview

1 Month
-6.67%
3 Months
-2.26%
6 Months
+6.88%
YTD
+5.47%
1 Year
+28.84%
3 Years (annualized)
+12.72%
5 Years (annualized)
+7.50%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYBCX 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 500 Index(SPX)
This Mutual Fund (YTD)
+5.47%
Peer Avg (YTD)
-2.18%
vs Peers
+7.66%

RYBCX Mutual Fund Performance

RYBCX performance across multiple time periods: 1-month -6.67%, YTD 5.47%, 1-year 28.84%, 3-year 12.72%, 5-year 7.50%, 10-year 9.88%.

RYBCX returns outperform the peer average of -2.18% YTD. With an expense ratio of 2.38%, investors should weigh costs against performance when evaluating this mutual fund.

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