RYSOX Mutual Fund

RYSOX Mutual Fund

NAV$111.17
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Returns Overview

1 Month
-1.00%
3 Months
+1.07%
6 Months
+4.89%
YTD
+10.03%
1 Year
+10.28%
3 Years (annualized)
+21.38%
5 Years (annualized)
+10.20%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYSOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+5.23%
vs Peers
+4.80%

RYSOX Mutual Fund Performance

RYSOX performance across multiple time periods: 1-month -1.00%, YTD 10.03%, 1-year 10.28%, 3-year 21.38%, 5-year 10.20%, 10-year 13.50%.

RYSOX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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