RYIZX Mutual Fund

RYIZX Mutual Fund

NAV$59.76
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Returns Overview

1 Month
+12.55%
3 Months
+17.77%
6 Months
-20.62%
YTD
-22.31%
1 Year
-27.58%
3 Years (annualized)
-29.93%
5 Years (annualized)
-18.63%
10 Years (annualized)
-27.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYIZX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-22.31%
Peer Avg (YTD)
+7.57%
vs Peers
-29.88%

RYIZX Mutual Fund Performance

RYIZX performance across multiple time periods: 1-month 12.55%, YTD -22.31%, 1-year -27.58%, 3-year -29.93%, 5-year -18.63%, 10-year -27.66%.

RYIZX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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