RYZAX Mutual Fund

RYZAX Mutual Fund

NAV$144.65
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Returns Overview

1 Month
+4.30%
3 Months
+7.15%
6 Months
+11.21%
YTD
+15.38%
1 Year
+30.56%
3 Years (annualized)
+15.07%
5 Years (annualized)
+10.69%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYZAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Pure Value Total Return USD(^SP500PVTR:SP)
This Mutual Fund (YTD)
+15.38%
Peer Avg (YTD)
+11.41%
vs Peers
+3.97%

RYZAX Mutual Fund Performance

RYZAX performance across multiple time periods: 1-month 4.30%, YTD 15.38%, 1-year 30.56%, 3-year 15.07%, 5-year 10.69%, 10-year 9.40%.

RYZAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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