RYKIX Mutual Fund

RYKIX Mutual Fund

NAV$127.55
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Returns Overview

1 Month
-1.75%
3 Months
+9.07%
6 Months
+12.99%
YTD
+12.15%
1 Year
+19.39%
3 Years (annualized)
+26.78%
5 Years (annualized)
+8.91%
10 Years (annualized)
+9.91%

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)
+12.15%
Peer Avg (YTD)
+11.10%
vs Peers
+1.05%

RYKIX Mutual Fund Performance

RYKIX performance across multiple time periods: 1-month -1.75%, YTD 12.15%, 1-year 19.39%, 3-year 26.78%, 5-year 8.91%, 10-year 9.91%.

RYKIX returns outperform the peer average of 11.10% 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.