RYWZX

Mutual fund

$68.24 +$0.05 (+0.07%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $61.47High $87.69

Has RYWZX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RYWZX returned -11.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RYWZX
-11.1%
S&P 500
+16.6%
Largest decline 
RYWZX
26.9%
S&P 500
8.9%
Risk-adjusted return 
RYWZX
-0.16
S&P 500
0.97
Downside risk-adjusted return 
RYWZX
-0.22
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

PeriodRYWZXS&P 500
1 month +0.5% +0.6%
3 months -4.1% +3.4%
Year to date -13.5% +13.3%
1 year -11.1% +16.6%
3 years (annualized) -35.0% +23.1%

Volatility (1-year, annualized): 42.2% · Largest decline (max drawdown, since Oct 2021): 84.5%

How are your investments doing?

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