RYESX Mutual Fund

RYESX Mutual Fund

NAV$304.21

Returns Overview

1 Month
-0.03%
3 Months
-14.35%
6 Months
+10.75%
YTD
+33.91%
1 Year
+59.56%
3 Years (annualized)
+5.13%
5 Years (annualized)
+12.78%
10 Years (annualized)
-3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYESX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+33.91%
Peer Avg (YTD)
+19.98%
vs Peers
+13.93%

RYESX Mutual Fund Performance

RYESX performance across multiple time periods: 1-month -0.03%, YTD 33.91%, 1-year 59.56%, 3-year 5.13%, 5-year 12.78%, 10-year -3.22%.

RYESX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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