RYPDX Mutual Fund

NAV$106.59

Returns Overview

1 Month
+2.88%
3 Months
+4.61%
6 Months
+6.53%
YTD
+6.79%
1 Year
+0.21%
3 Years (annualized)
+1.34%
5 Years (annualized)
+1.46%
10 Years (annualized)
+3.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYPDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+7.61%
vs Peers
-0.82%

RYPDX Mutual Fund Performance

RYPDX performance across multiple time periods: 1-month 2.88%, YTD 6.79%, 1-year 0.21%, 3-year 1.34%, 5-year 1.46%, 10-year 3.54%.

RYPDX returns trail the peer average of 7.61% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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