RYBKX Mutual Fund

RYBKX Mutual Fund

NAV$120.27
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Returns Overview

1 Month
+2.82%
3 Months
+9.77%
6 Months
+10.83%
YTD
+13.98%
1 Year
+29.37%
3 Years (annualized)
+23.48%
5 Years (annualized)
+10.01%
10 Years (annualized)
+10.50%

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
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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)
+13.98%
Peer Avg (YTD)
+10.67%
vs Peers
+3.31%

RYBKX Mutual Fund Performance

RYBKX performance across multiple time periods: 1-month 2.82%, YTD 13.98%, 1-year 29.37%, 3-year 23.48%, 5-year 10.01%, 10-year 10.50%.

RYBKX returns outperform the peer average of 10.67% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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