RYCBX Mutual Fund

NAV$47.21

Returns Overview

1 Month
+2.05%
3 Months
-23.18%
6 Months
-15.81%
YTD
-15.54%
1 Year
-29.03%
3 Years (annualized)
-27.43%
5 Years (annualized)
-22.20%
10 Years (annualized)
-28.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYCBX 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)
-15.54%
Peer Avg (YTD)
+12.13%
vs Peers
-27.67%

RYCBX Mutual Fund Performance

RYCBX performance across multiple time periods: 1-month 2.05%, YTD -15.54%, 1-year -29.03%, 3-year -27.43%, 5-year -22.20%, 10-year -28.55%.

RYCBX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.51%, investors should weigh costs against performance when evaluating this mutual fund.

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