RYFIX Mutual Fund

NAV$113.16

Returns Overview

1 Month
+2.90%
3 Months
+9.49%
6 Months
+0.76%
YTD
+0.27%
1 Year
+3.80%
3 Years (annualized)
+16.10%
5 Years (annualized)
+7.20%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYFIX 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
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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)
+0.27%
Peer Avg (YTD)
+8.61%
vs Peers
-8.33%

RYFIX Mutual Fund Performance

RYFIX performance across multiple time periods: 1-month 2.90%, YTD 0.27%, 1-year 3.80%, 3-year 16.10%, 5-year 7.20%, 10-year 10.28%.

RYFIX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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