RYOIX Mutual Fund

NAV$76.03

Returns Overview

1 Month
+2.24%
3 Months
+13.73%
6 Months
+41.10%
YTD
+3.98%
1 Year
+44.37%
3 Years
+22.47%
5 Years
+9.04%
10 Years
+11.85%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would RYOIX 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 Index(SPX)
This Mutual Fund (YTD)
+3.98%
Peer Avg (YTD)
+1.55%
vs Peers
+2.43%

RYOIX Mutual Fund Performance

RYOIX performance across multiple time periods: 1-month 2.24%, YTD 3.98%, 1-year 44.37%, 3-year 22.47%, 5-year 9.04%, 10-year 11.85%.

RYOIX returns outperform the peer average of 1.55% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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