RYOFX Mutual Fund

NAV$18.71

Returns Overview

1 Month
+5.55%
3 Months
+25.87%
6 Months
+33.75%
YTD
+31.91%
1 Year
+53.49%
3 Years (annualized)
+22.83%
5 Years (annualized)
+11.59%
10 Years (annualized)
+16.08%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+31.91%
Peer Avg (YTD)
+18.52%
vs Peers
+13.39%

RYOFX Mutual Fund Performance

RYOFX performance across multiple time periods: 1-month 5.55%, YTD 31.91%, 1-year 53.49%, 3-year 22.83%, 5-year 11.59%, 10-year 16.08%.

RYOFX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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