RYCLX Mutual Fund

NAV$20.82

Returns Overview

1 Month
-3.23%
3 Months
-12.14%
6 Months
-14.22%
YTD
-12.98%
1 Year
-16.00%
3 Years (annualized)
-46.27%
5 Years (annualized)
-31.98%
10 Years (annualized)
-24.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYCLX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
-12.98%
Peer Avg (YTD)
+12.13%
vs Peers
-25.11%

RYCLX Mutual Fund Performance

RYCLX performance across multiple time periods: 1-month -3.23%, YTD -12.98%, 1-year -16.00%, 3-year -46.27%, 5-year -31.98%, 10-year -24.62%.

RYCLX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.50%, investors should weigh costs against performance when evaluating this mutual fund.

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