RYRTX Mutual Fund

NAV$56.99

Returns Overview

1 Month
+0.29%
3 Months
+2.35%
6 Months
-2.17%
YTD
-2.91%
1 Year
+4.03%
3 Years (annualized)
+9.97%
5 Years (annualized)
+2.51%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYRTX 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)
-2.91%
Peer Avg (YTD)
+4.01%
vs Peers
-6.91%

RYRTX Mutual Fund Performance

RYRTX performance across multiple time periods: 1-month 0.29%, YTD -2.91%, 1-year 4.03%, 3-year 9.97%, 5-year 2.51%, 10-year 10.15%.

RYRTX returns trail the peer average of 4.01% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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