RYDKX Mutual Fund

NAV$112.06

Returns Overview

1 Month
+0.07%
3 Months
+5.36%
6 Months
+4.77%
YTD
+6.92%
1 Year
+18.04%
3 Years (annualized)
+14.35%
5 Years (annualized)
+8.06%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYDKX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+6.92%
Peer Avg (YTD)
+9.49%
vs Peers
-2.57%

RYDKX Mutual Fund Performance

RYDKX performance across multiple time periods: 1-month 0.07%, YTD 6.92%, 1-year 18.04%, 3-year 14.35%, 5-year 8.06%, 10-year 10.90%.

RYDKX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.36%, investors should weigh costs against performance when evaluating this mutual fund.

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