RYBKX Mutual Fund

RYBKX Mutual Fund

NAV$114.92
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Returns Overview

1 Month
+1.17%
3 Months
-6.87%
6 Months
+2.23%
YTD
+6.15%
1 Year
+15.54%
3 Years (annualized)
+27.78%
5 Years (annualized)
+6.06%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYBKX 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)
+6.15%
Peer Avg (YTD)
+9.70%
vs Peers
-3.55%

RYBKX Mutual Fund Performance

RYBKX performance across multiple time periods: 1-month 1.17%, YTD 6.15%, 1-year 15.54%, 3-year 27.78%, 5-year 6.06%, 10-year 8.85%.

RYBKX returns trail the peer average of 9.70% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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