RYELX Mutual Fund

RYELX Mutual Fund

NAV$691.78
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Returns Overview

1 Month
-16.33%
3 Months
-7.16%
6 Months
-2.05%
YTD
+38.00%
1 Year
+38.74%
3 Years (annualized)
+45.31%
5 Years (annualized)
+22.02%
10 Years (annualized)
+26.54%

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
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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)
+38.00%
Peer Avg (YTD)
+11.26%
vs Peers
+26.75%

RYELX Mutual Fund Performance

RYELX performance across multiple time periods: 1-month -16.33%, YTD 38.00%, 1-year 38.74%, 3-year 45.31%, 5-year 22.02%, 10-year 26.54%.

RYELX returns outperform the peer average of 11.26% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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