RYCEX Mutual Fund

NAV$100.37

Returns Overview

1 Month
+1.64%
3 Months
+3.96%
6 Months
+1.85%
YTD
+5.99%
1 Year
+19.94%
3 Years (annualized)
+12.50%
5 Years (annualized)
+8.18%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYCEX 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
Stoxx Europe 50 Index(^SEEI)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+12.13%
vs Peers
-6.15%

RYCEX Mutual Fund Performance

RYCEX performance across multiple time periods: 1-month 1.64%, YTD 5.99%, 1-year 19.94%, 3-year 12.50%, 5-year 8.18%, 10-year 8.19%.

RYCEX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.36%, investors should weigh costs against performance when evaluating this mutual fund.

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