RYFAX Mutual Fund

RYFAX Mutual Fund

NAV$98.36
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Returns Overview

1 Month
+5.03%
3 Months
+7.23%
6 Months
+6.17%
YTD
+5.18%
1 Year
+8.43%
3 Years (annualized)
+15.57%
5 Years (annualized)
+7.81%
10 Years (annualized)
+10.10%

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)
+5.18%
Peer Avg (YTD)
+10.67%
vs Peers
-5.49%

RYFAX Mutual Fund Performance

RYFAX performance across multiple time periods: 1-month 5.03%, YTD 5.18%, 1-year 8.43%, 3-year 15.57%, 5-year 7.81%, 10-year 10.10%.

RYFAX returns trail the peer average of 10.67% 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.