RYKIX Mutual Fund

RYKIX Mutual Fund

NAV$137.96
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Returns Overview

1 Month
+2.85%
3 Months
+9.84%
6 Months
+10.98%
YTD
+14.15%
1 Year
+29.69%
3 Years (annualized)
+23.79%
5 Years (annualized)
+10.28%
10 Years (annualized)
+10.83%

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
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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)
+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 23.79%, 5-year 10.28%, 10-year 10.83%.

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.