RYIZX

Mutual fund

$62.13 -$0.30 (-0.48%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $48.77High $94.42

Has RYIZX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RYIZX returned -22.5%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RYIZX
-22.5%
S&P 500
+16.6%
Largest decline 
RYIZX
46.0%
S&P 500
8.9%
Risk-adjusted return 
RYIZX
-0.63
S&P 500
0.97
Downside risk-adjusted return 
RYIZX
-0.86
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRYIZXS&P 500
1 month +10.0% +0.6%
3 months +18.5% +3.4%
Year to date -20.0% +13.3%
1 year -22.5% +16.6%
3 years (annualized) -31.1% +23.1%

Volatility (1-year, annualized): 36.4% · Largest decline (max drawdown, since Oct 2021): 78.6%

How are your investments doing?

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