RYMZX Mutual Fund

NAV$17.86
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Returns Overview

1 Month
-1.49%
3 Months
-0.72%
6 Months
+5.99%
YTD
+5.24%
1 Year
+14.85%
3 Years (annualized)
+3.36%
5 Years (annualized)
+4.88%
10 Years (annualized)
+2.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYMZX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+3.47%
vs Peers
+1.76%

RYMZX Mutual Fund Performance

RYMZX performance across multiple time periods: 1-month -1.49%, YTD 5.24%, 1-year 14.85%, 3-year 3.36%, 5-year 4.88%, 10-year 2.59%.

RYMZX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.74%, investors should weigh costs against performance when evaluating this mutual fund.

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