RYTAX Mutual Fund

NAV$295.16
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Returns Overview

1 Month
-1.04%
3 Months
+42.40%
6 Months
+32.92%
YTD
+31.64%
1 Year
+53.64%
3 Years (annualized)
+33.67%
5 Years (annualized)
+16.63%
10 Years (annualized)
+22.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYTAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+31.64%
Peer Avg (YTD)
+16.06%
vs Peers
+15.58%

RYTAX Mutual Fund Performance

RYTAX performance across multiple time periods: 1-month -1.04%, YTD 31.64%, 1-year 53.64%, 3-year 33.67%, 5-year 16.63%, 10-year 22.39%.

RYTAX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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