RYCPX Mutual Fund

NAV$65.07

Returns Overview

1 Month
+2.81%
3 Months
+4.42%
6 Months
+6.14%
YTD
+6.40%
1 Year
-0.55%
3 Years (annualized)
+0.58%
5 Years (annualized)
+0.70%
10 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYCPX 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)
+6.40%
Peer Avg (YTD)
+7.61%
vs Peers
-1.20%

RYCPX Mutual Fund Performance

RYCPX performance across multiple time periods: 1-month 2.81%, YTD 6.40%, 1-year -0.55%, 3-year 0.58%, 5-year 0.70%, 10-year 2.77%.

RYCPX returns trail the peer average of 7.61% YTD. With an expense ratio of 2.38%, investors should weigh costs against performance when evaluating this mutual fund.

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