RYLSX Mutual Fund

NAV$88.19

Returns Overview

1 Month
+1.63%
3 Months
+4.96%
6 Months
-2.97%
YTD
-3.26%
1 Year
-5.13%
3 Years (annualized)
+8.47%
5 Years (annualized)
-0.27%
10 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYLSX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.26%
Peer Avg (YTD)
+4.01%
vs Peers
-7.27%

RYLSX Mutual Fund Performance

RYLSX performance across multiple time periods: 1-month 1.63%, YTD -3.26%, 1-year -5.13%, 3-year 8.47%, 5-year -0.27%, 10-year 6.71%.

RYLSX returns trail the peer average of 4.01% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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