RYCZX Mutual Fund

NAV$69.09

Returns Overview

1 Month
-5.10%
3 Months
-21.33%
6 Months
-16.12%
YTD
-15.04%
1 Year
-28.06%
3 Years (annualized)
-22.45%
5 Years (annualized)
-16.94%
10 Years (annualized)
-26.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYCZX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
-15.04%
Peer Avg (YTD)
+12.13%
vs Peers
-27.17%

RYCZX Mutual Fund Performance

RYCZX performance across multiple time periods: 1-month -5.10%, YTD -15.04%, 1-year -28.06%, 3-year -22.45%, 5-year -16.94%, 10-year -26.07%.

RYCZX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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