RYKIX Mutual Fund

RYKIX Mutual Fund

NAV$133.54
See how much of RYKIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.85%
3 Months
+9.84%
6 Months
+10.98%
YTD
+14.15%
1 Year
+29.69%
3 Years (annualized)
+23.81%
5 Years (annualized)
+10.30%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYKIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.15%
Peer Avg (YTD)
+10.67%
vs Peers
+3.48%

RYKIX Mutual Fund Performance

RYKIX performance across multiple time periods: 1-month 2.85%, YTD 14.15%, 1-year 29.69%, 3-year 23.81%, 5-year 10.30%, 10-year 10.84%.

RYKIX returns outperform the peer average of 10.67% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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