RYOFX Mutual Fund

RYOFX Mutual Fund

NAV$18.10
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Returns Overview

1 Month
-7.44%
3 Months
+1.19%
6 Months
+13.38%
YTD
+23.80%
1 Year
+39.32%
3 Years (annualized)
+15.59%
5 Years (annualized)
+8.88%
10 Years (annualized)
+14.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYOFX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.80%
Peer Avg (YTD)
+15.31%
vs Peers
+8.49%

RYOFX Mutual Fund Performance

RYOFX performance across multiple time periods: 1-month -7.44%, YTD 23.80%, 1-year 39.32%, 3-year 15.59%, 5-year 8.88%, 10-year 14.35%.

RYOFX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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