RYBKX Mutual Fund

NAV$121.79

Returns Overview

1 Month
+7.93%
3 Months
+15.87%
6 Months
+10.86%
YTD
+9.57%
1 Year
+27.74%
3 Years (annualized)
+27.30%
5 Years (annualized)
+8.74%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYBKX 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)
+9.57%
Peer Avg (YTD)
+8.61%
vs Peers
+0.96%

RYBKX Mutual Fund Performance

RYBKX performance across multiple time periods: 1-month 7.93%, YTD 9.57%, 1-year 27.74%, 3-year 27.30%, 5-year 8.74%, 10-year 10.68%.

RYBKX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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