RYBIX Mutual Fund

RYBIX Mutual Fund

NAV$97.88
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Returns Overview

1 Month
-0.70%
3 Months
+1.06%
6 Months
-6.05%
YTD
+4.16%
1 Year
+16.21%
3 Years (annualized)
+16.89%
5 Years (annualized)
+7.66%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYBIX 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)
+4.16%
Peer Avg (YTD)
-1.80%
vs Peers
+5.95%

RYBIX Mutual Fund Performance

RYBIX performance across multiple time periods: 1-month -0.70%, YTD 4.16%, 1-year 16.21%, 3-year 16.89%, 5-year 7.66%, 10-year 10.30%.

RYBIX returns outperform the peer average of -1.80% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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