RYTFX Mutual Fund

NAV$8.42

Returns Overview

1 Month
+7.02%
3 Months
+14.68%
6 Months
+13.34%
YTD
+13.18%
1 Year
+32.23%
3 Years (annualized)
+16.75%
5 Years (annualized)
+14.16%
10 Years (annualized)
+14.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYTFX 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

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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.18%
Peer Avg (YTD)
+18.52%
vs Peers
-5.34%

RYTFX Mutual Fund Performance

RYTFX performance across multiple time periods: 1-month 7.02%, YTD 13.18%, 1-year 32.23%, 3-year 16.75%, 5-year 14.16%, 10-year 14.24%.

RYTFX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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