RYLIX Mutual Fund

RYLIX Mutual Fund

NAV$102.72
See how much of RYLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.89%
3 Months
+2.18%
6 Months
-0.34%
YTD
-2.28%
1 Year
-2.59%
3 Years (annualized)
+7.18%
5 Years (annualized)
+1.09%
10 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYLIX 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)
-2.28%
Peer Avg (YTD)
+3.27%
vs Peers
-5.55%

RYLIX Mutual Fund Performance

RYLIX performance across multiple time periods: 1-month 0.89%, YTD -2.28%, 1-year -2.59%, 3-year 7.18%, 5-year 1.09%, 10-year 7.39%.

RYLIX returns trail the peer average of 3.27% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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