RYMIX Mutual Fund

NAV$86.09

Returns Overview

1 Month
-6.13%
3 Months
+10.35%
6 Months
+27.13%
YTD
+25.92%
1 Year
+50.70%
3 Years (annualized)
+26.54%
5 Years (annualized)
+8.57%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYMIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+25.92%
Peer Avg (YTD)
+6.08%
vs Peers
+19.84%

RYMIX Mutual Fund Performance

RYMIX performance across multiple time periods: 1-month -6.13%, YTD 25.92%, 1-year 50.70%, 3-year 26.54%, 5-year 8.57%, 10-year 8.74%.

RYMIX returns outperform the peer average of 6.08% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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