RYTAX Mutual Fund

RYTAX Mutual Fund

NAV$316.34
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Returns Overview

1 Month
+7.02%
3 Months
-1.92%
6 Months
+34.73%
YTD
+31.74%
1 Year
+44.04%
3 Years (annualized)
+31.37%
5 Years (annualized)
+14.73%
10 Years (annualized)
+20.79%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+31.74%
Peer Avg (YTD)
+14.35%
vs Peers
+17.39%

RYTAX Mutual Fund Performance

RYTAX performance across multiple time periods: 1-month 7.02%, YTD 31.74%, 1-year 44.04%, 3-year 31.37%, 5-year 14.73%, 10-year 20.79%.

RYTAX returns outperform the peer average of 14.35% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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