RYIZX Mutual Fund

NAV$49.84
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Returns Overview

1 Month
-7.47%
3 Months
-32.59%
6 Months
-35.36%
YTD
-34.03%
1 Year
-51.37%
3 Years (annualized)
-31.09%
5 Years (annualized)
-19.30%
10 Years (annualized)
-29.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYIZX 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

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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-34.03%
Peer Avg (YTD)
+12.13%
vs Peers
-46.16%

RYIZX Mutual Fund Performance

RYIZX performance across multiple time periods: 1-month -7.47%, YTD -34.03%, 1-year -51.37%, 3-year -31.09%, 5-year -19.30%, 10-year -29.12%.

RYIZX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.49%, investors should weigh costs against performance when evaluating this mutual fund.

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