RYCUX Mutual Fund

NAV$45.79

Returns Overview

1 Month
+1.93%
3 Months
-0.19%
6 Months
+6.98%
YTD
+5.61%
1 Year
+13.35%
3 Years (annualized)
+13.35%
5 Years (annualized)
+8.89%
10 Years (annualized)
+6.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYCUX 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)
+5.61%
Peer Avg (YTD)
+10.15%
vs Peers
-4.53%

RYCUX Mutual Fund Performance

RYCUX performance across multiple time periods: 1-month 1.93%, YTD 5.61%, 1-year 13.35%, 3-year 13.35%, 5-year 8.89%, 10-year 6.46%.

RYCUX returns trail the peer average of 10.15% YTD. With an expense ratio of 2.39%, investors should weigh costs against performance when evaluating this mutual fund.

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