RYBOX Mutual Fund

NAV$72.73

Returns Overview

1 Month
+10.64%
3 Months
+16.94%
6 Months
+19.25%
YTD
+18.77%
1 Year
+79.03%
3 Years (annualized)
+29.14%
5 Years (annualized)
+11.38%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYBOX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.77%
Peer Avg (YTD)
+7.57%
vs Peers
+11.19%

RYBOX Mutual Fund Performance

RYBOX performance across multiple time periods: 1-month 10.64%, YTD 18.77%, 1-year 79.03%, 3-year 29.14%, 5-year 11.38%, 10-year 13.02%.

RYBOX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

RYBOX performance comparison shows side-by-side returns with another fund. RYBOX alternatives are available in the Mutual Fund Screener.