RYSOX Mutual Fund

NAV$109.81

Returns Overview

1 Month
-1.10%
3 Months
+14.59%
6 Months
+9.30%
YTD
+9.08%
1 Year
+23.45%
3 Years (annualized)
+19.62%
5 Years (annualized)
+12.10%
10 Years (annualized)
+13.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYSOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.08%
Peer Avg (YTD)
+8.97%
vs Peers
+0.11%

RYSOX Mutual Fund Performance

RYSOX performance across multiple time periods: 1-month -1.10%, YTD 9.08%, 1-year 23.45%, 3-year 19.62%, 5-year 12.10%, 10-year 13.82%.

RYSOX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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