RYELX Mutual Fund

NAV$844.10

Returns Overview

1 Month
+8.59%
3 Months
+79.52%
6 Months
+93.34%
YTD
+86.08%
1 Year
+158.15%
3 Years (annualized)
+54.62%
5 Years (annualized)
+32.81%
10 Years (annualized)
+32.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYELX 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)
+86.08%
Peer Avg (YTD)
+16.06%
vs Peers
+70.02%

RYELX Mutual Fund Performance

RYELX performance across multiple time periods: 1-month 8.59%, YTD 86.08%, 1-year 158.15%, 3-year 54.62%, 5-year 32.81%, 10-year 32.88%.

RYELX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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