RYBIX Mutual Fund

RYBIX Mutual Fund

NAV$95.43
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Returns Overview

1 Month
-9.59%
3 Months
-1.03%
6 Months
-3.02%
YTD
+4.89%
1 Year
+13.17%
3 Years (annualized)
+17.34%
5 Years (annualized)
+9.76%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYBIX 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)
+4.89%
Peer Avg (YTD)
+7.76%
vs Peers
-2.86%

RYBIX Mutual Fund Performance

RYBIX performance across multiple time periods: 1-month -9.59%, YTD 4.89%, 1-year 13.17%, 3-year 17.34%, 5-year 9.76%, 10-year 11.25%.

RYBIX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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