RYSEX Mutual Fund

RYSEX Mutual Fund

NAV$18.02
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Returns Overview

1 Month
+4.10%
3 Months
+14.05%
6 Months
+18.45%
YTD
+26.73%
1 Year
+39.10%
3 Years (annualized)
+11.68%
5 Years (annualized)
+9.10%
10 Years (annualized)
+9.30%

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
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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)
+26.73%
Peer Avg (YTD)
+2.62%
vs Peers
+24.11%

RYSEX Mutual Fund Performance

RYSEX performance across multiple time periods: 1-month 4.10%, YTD 26.73%, 1-year 39.10%, 3-year 11.68%, 5-year 9.10%, 10-year 9.30%.

RYSEX returns outperform the peer average of 2.62% 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.