RYESX Mutual Fund

NAV$287.19

Returns Overview

1 Month
-8.12%
3 Months
-4.69%
6 Months
+33.95%
YTD
+29.28%
1 Year
+67.60%
3 Years (annualized)
+11.49%
5 Years (annualized)
+10.24%
10 Years (annualized)
-3.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYESX 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)
+29.28%
Peer Avg (YTD)
+14.02%
vs Peers
+15.26%

RYESX Mutual Fund Performance

RYESX performance across multiple time periods: 1-month -8.12%, YTD 29.28%, 1-year 67.60%, 3-year 11.49%, 5-year 10.24%, 10-year -3.63%.

RYESX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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