RYDVX Mutual Fund

NAV$2.69

Returns Overview

1 Month
+5.50%
3 Months
+11.55%
6 Months
+15.20%
YTD
+13.65%
1 Year
+99.18%
3 Years (annualized)
+37.47%
5 Years (annualized)
+20.98%
10 Years (annualized)
+17.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYDVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+13.65%
Peer Avg (YTD)
+10.82%
vs Peers
+2.83%

RYDVX Mutual Fund Performance

RYDVX performance across multiple time periods: 1-month 5.50%, YTD 13.65%, 1-year 99.18%, 3-year 37.47%, 5-year 20.98%, 10-year 17.89%.

RYDVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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