RYFAX Mutual Fund

RYFAX Mutual Fund

NAV$91.90
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Returns Overview

1 Month
-7.72%
3 Months
-2.26%
6 Months
+6.96%
YTD
-2.12%
1 Year
-1.67%
3 Years (annualized)
+17.55%
5 Years (annualized)
+7.18%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYFAX 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)
-2.12%
Peer Avg (YTD)
+7.92%
vs Peers
-10.04%

RYFAX Mutual Fund Performance

RYFAX performance across multiple time periods: 1-month -7.72%, YTD -2.12%, 1-year -1.67%, 3-year 17.55%, 5-year 7.18%, 10-year 2.61%.

RYFAX returns trail the peer average of 7.92% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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