RYZAX Mutual Fund

RYZAX Mutual Fund

NAV$139.77
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Returns Overview

1 Month
-4.74%
3 Months
+0.90%
6 Months
+7.32%
YTD
+10.43%
1 Year
+16.22%
3 Years (annualized)
+17.51%
5 Years (annualized)
+10.47%
10 Years (annualized)
+9.63%

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)
+10.43%
Peer Avg (YTD)
+10.00%
vs Peers
+0.43%

RYZAX Mutual Fund Performance

RYZAX performance across multiple time periods: 1-month -4.74%, YTD 10.43%, 1-year 16.22%, 3-year 17.51%, 5-year 10.47%, 10-year 9.63%.

RYZAX returns outperform the peer average of 10.00% 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.