RYZAX Mutual Fund

RYZAX Mutual Fund

NAV$145.74
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Returns Overview

1 Month
+6.09%
3 Months
+2.64%
6 Months
+9.98%
YTD
+17.16%
1 Year
+23.90%
3 Years (annualized)
+21.97%
5 Years (annualized)
+10.14%
10 Years (annualized)
+9.86%

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
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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 Pure Value(^SP500PV:SP)
This Mutual Fund (YTD)
+17.16%
Peer Avg (YTD)
+12.44%
vs Peers
+4.72%

RYZAX Mutual Fund Performance

RYZAX performance across multiple time periods: 1-month 6.09%, YTD 17.16%, 1-year 23.90%, 3-year 21.97%, 5-year 10.14%, 10-year 9.86%.

RYZAX returns outperform the peer average of 12.44% 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.