RYFIX Mutual Fund

RYFIX Mutual Fund

NAV$112.77
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Returns Overview

1 Month
+4.85%
3 Months
-2.38%
6 Months
+4.74%
YTD
+2.83%
1 Year
+7.09%
3 Years (annualized)
+19.56%
5 Years (annualized)
+5.91%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYFIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.83%
Peer Avg (YTD)
+9.70%
vs Peers
-6.86%

RYFIX Mutual Fund Performance

RYFIX performance across multiple time periods: 1-month 4.85%, YTD 2.83%, 1-year 7.09%, 3-year 19.56%, 5-year 5.91%, 10-year 10.16%.

RYFIX returns trail the peer average of 9.70% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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