RYCPX Mutual Fund

RYCPX Mutual Fund

NAV$65.55
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Returns Overview

1 Month
+2.15%
3 Months
+3.70%
6 Months
+1.89%
YTD
+8.69%
1 Year
+2.58%
3 Years (annualized)
+0.76%
5 Years (annualized)
+1.32%
10 Years (annualized)
+2.96%

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
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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)
+8.69%
Peer Avg (YTD)
+10.62%
vs Peers
-1.93%

RYCPX Mutual Fund Performance

RYCPX performance across multiple time periods: 1-month 2.15%, YTD 8.69%, 1-year 2.58%, 3-year 0.76%, 5-year 1.32%, 10-year 2.96%.

RYCPX returns trail the peer average of 10.62% YTD. With an expense ratio of 2.38%, investors should weigh costs against performance when evaluating this mutual fund.

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