RYOFX Mutual Fund

RYOFX Mutual Fund

NAV$17.19
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Returns Overview

1 Month
-3.80%
3 Months
-10.51%
6 Months
+12.64%
YTD
+18.05%
1 Year
+21.70%
3 Years (annualized)
+19.95%
5 Years (annualized)
+10.53%
10 Years (annualized)
+13.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYOFX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.05%
Peer Avg (YTD)
+10.34%
vs Peers
+7.71%

RYOFX Mutual Fund Performance

RYOFX performance across multiple time periods: 1-month -3.80%, YTD 18.05%, 1-year 21.70%, 3-year 19.95%, 5-year 10.53%, 10-year 13.99%.

RYOFX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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