RYTAX Mutual Fund

RYTAX Mutual Fund

NAV$298.32
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Returns Overview

1 Month
-7.39%
3 Months
+9.64%
6 Months
+21.98%
YTD
+23.10%
1 Year
+36.66%
3 Years (annualized)
+27.10%
5 Years (annualized)
+14.49%
10 Years (annualized)
+20.62%

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)
+23.10%
Peer Avg (YTD)
+11.56%
vs Peers
+11.54%

RYTAX Mutual Fund Performance

RYTAX performance across multiple time periods: 1-month -7.39%, YTD 23.10%, 1-year 36.66%, 3-year 27.10%, 5-year 14.49%, 10-year 20.62%.

RYTAX returns outperform the peer average of 11.56% 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.