RYSJX Mutual Fund

NAV$48.04

Returns Overview

1 Month
+4.76%
3 Months
+3.07%
6 Months
+6.35%
YTD
+5.87%
1 Year
+11.75%
3 Years (annualized)
+2.81%
5 Years (annualized)
+6.05%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYSJX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
US Dollar Index(^DXY)
This Mutual Fund (YTD)
+5.87%
Peer Avg (YTD)
+12.13%
vs Peers
-6.26%

RYSJX Mutual Fund Performance

RYSJX performance across multiple time periods: 1-month 4.76%, YTD 5.87%, 1-year 11.75%, 3-year 2.81%, 5-year 6.05%, 10-year 2.41%.

RYSJX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.67%, investors should weigh costs against performance when evaluating this mutual fund.

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