RYSEX Mutual Fund

RYSEX Mutual Fund

NAV$17.36
See how much of RYSEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.70%
3 Months
-2.81%
6 Months
+10.84%
YTD
+22.03%
1 Year
+27.28%
3 Years (annualized)
+13.76%
5 Years (annualized)
+7.56%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYSEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.03%
Peer Avg (YTD)
+0.29%
vs Peers
+21.74%

RYSEX Mutual Fund Performance

RYSEX performance across multiple time periods: 1-month 0.70%, YTD 22.03%, 1-year 27.28%, 3-year 13.76%, 5-year 7.56%, 10-year 8.79%.

RYSEX returns outperform the peer average of 0.29% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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