RYMVX Mutual Fund

NAV$90.11

Returns Overview

1 Month
+4.11%
3 Months
+7.85%
6 Months
+11.56%
YTD
+15.02%
1 Year
+18.75%
3 Years (annualized)
+13.79%
5 Years (annualized)
+10.73%
10 Years (annualized)
+11.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYMVX 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 Mid Cap 400 Pure Value Index(^SP400PV:SP)
This Mutual Fund (YTD)
+15.02%
Peer Avg (YTD)
+18.52%
vs Peers
-3.50%

RYMVX Mutual Fund Performance

RYMVX performance across multiple time periods: 1-month 4.11%, YTD 15.02%, 1-year 18.75%, 3-year 13.79%, 5-year 10.73%, 10-year 11.59%.

RYMVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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