RYLDX Mutual Fund

Returns Overview

1 Month
+4.81%
3 Months
+26.12%
6 Months
+15.72%
YTD
+14.29%
1 Year
+34.13%
3 Years (annualized)
+25.02%
5 Years (annualized)
+12.79%
10 Years (annualized)
+19.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYLDX 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)
+14.29%
Peer Avg (YTD)
+12.13%
vs Peers
+2.16%

RYLDX Mutual Fund Performance

RYLDX performance across multiple time periods: 1-month 4.81%, YTD 14.29%, 1-year 34.13%, 3-year 25.02%, 5-year 12.79%, 10-year 19.19%.

RYLDX returns outperform the peer average of 12.13% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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