RYSEX Mutual Fund

RYSEX Mutual Fund

NAV$18.37
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Returns Overview

1 Month
+2.83%
3 Months
+16.91%
6 Months
+21.74%
YTD
+20.62%
1 Year
+34.00%
3 Years (annualized)
+10.68%
5 Years (annualized)
+8.01%
10 Years (annualized)
+9.19%

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)
+20.62%
Peer Avg (YTD)
+2.03%
vs Peers
+18.59%

RYSEX Mutual Fund Performance

RYSEX performance across multiple time periods: 1-month 2.83%, YTD 20.62%, 1-year 34.00%, 3-year 10.68%, 5-year 8.01%, 10-year 9.19%.

RYSEX returns outperform the peer average of 2.03% 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.