RYFAX Mutual Fund

RYFAX Mutual Fund

NAV$90.33
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Returns Overview

1 Month
+0.85%
3 Months
+8.97%
6 Months
+10.16%
YTD
+6.07%
1 Year
+6.10%
3 Years (annualized)
+17.55%
5 Years (annualized)
+7.18%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYFAX 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)
+6.07%
Peer Avg (YTD)
+11.10%
vs Peers
-5.03%

RYFAX Mutual Fund Performance

RYFAX performance across multiple time periods: 1-month 0.85%, YTD 6.07%, 1-year 6.10%, 3-year 17.55%, 5-year 7.18%, 10-year 2.61%.

RYFAX returns trail the peer average of 11.10% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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