RYFAX Mutual Fund

NAV$97.32

Returns Overview

1 Month
+2.87%
3 Months
+9.43%
6 Months
+0.63%
YTD
+0.14%
1 Year
+3.53%
3 Years (annualized)
+15.81%
5 Years (annualized)
+6.94%
10 Years (annualized)
+10.00%

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
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)
+0.14%
Peer Avg (YTD)
+8.61%
vs Peers
-8.46%

RYFAX Mutual Fund Performance

RYFAX performance across multiple time periods: 1-month 2.87%, YTD 0.14%, 1-year 3.53%, 3-year 15.81%, 5-year 6.94%, 10-year 10.00%.

RYFAX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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