RYLDX Mutual Fund

NAV$223.88

Returns Overview

1 Month
+5.35%
3 Months
+7.37%
6 Months
+11.59%
YTD
+9.04%
1 Year
+38.75%
3 Years
+26.60%
5 Years
+11.69%
10 Years
+18.83%

Risk Metrics (1-Year)

No risk data available for this ETF

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)
+9.04%
Peer Avg (YTD)
+20.26%
vs Peers
-11.22%

RYLDX Mutual Fund Performance

RYLDX performance across multiple time periods: 1-month 5.35%, YTD 9.04%, 1-year 38.75%, 3-year 26.60%, 5-year 11.69%, 10-year 18.83%.

RYLDX returns trail the peer average of 20.26% 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.