RYOFX Mutual Fund

RYOFX Mutual Fund

NAV$17.68
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Returns Overview

1 Month
+0.51%
3 Months
-1.81%
6 Months
+10.71%
YTD
+24.43%
1 Year
+30.14%
3 Years (annualized)
+19.95%
5 Years (annualized)
+10.53%
10 Years (annualized)
+13.99%

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)
+24.43%
Peer Avg (YTD)
+15.20%
vs Peers
+9.23%

RYOFX Mutual Fund Performance

RYOFX performance across multiple time periods: 1-month 0.51%, YTD 24.43%, 1-year 30.14%, 3-year 19.95%, 5-year 10.53%, 10-year 13.99%.

RYOFX returns outperform the peer average of 15.20% 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.