RYFIX Mutual Fund

RYFIX Mutual Fund

NAV$110.33
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Returns Overview

1 Month
+5.05%
3 Months
+7.29%
6 Months
+6.30%
YTD
+5.33%
1 Year
+8.69%
3 Years (annualized)
+15.88%
5 Years (annualized)
+8.08%
10 Years (annualized)
+10.39%

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
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📉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)
+5.33%
Peer Avg (YTD)
+10.67%
vs Peers
-5.33%

RYFIX Mutual Fund Performance

RYFIX performance across multiple time periods: 1-month 5.05%, YTD 5.33%, 1-year 8.69%, 3-year 15.88%, 5-year 8.08%, 10-year 10.39%.

RYFIX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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