RYZAX Mutual Fund

NAV$139.20

Returns Overview

1 Month
+1.06%
3 Months
+6.36%
6 Months
+10.62%
YTD
+9.44%
1 Year
+22.87%
3 Years (annualized)
+14.95%
5 Years (annualized)
+9.25%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYZAX 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 500 Pure Value Total Return USD(^SP500PVTR:SP)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+9.49%
vs Peers
-0.05%

RYZAX Mutual Fund Performance

RYZAX performance across multiple time periods: 1-month 1.06%, YTD 9.44%, 1-year 22.87%, 3-year 14.95%, 5-year 9.25%, 10-year 9.39%.

RYZAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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