RYUIX Mutual Fund

RYUIX Mutual Fund

NAV$68.20
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Returns Overview

1 Month
+9.06%
3 Months
-1.25%
6 Months
-5.99%
YTD
+3.02%
1 Year
-0.40%
3 Years (annualized)
+16.61%
5 Years (annualized)
+8.10%
10 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYUIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+6.83%
vs Peers
-3.81%

RYUIX Mutual Fund Performance

RYUIX performance across multiple time periods: 1-month 9.06%, YTD 3.02%, 1-year -0.40%, 3-year 16.61%, 5-year 8.10%, 10-year 7.71%.

RYUIX returns trail the peer average of 6.83% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

RYUIX vs another fund shows side-by-side returns. RYUIX alternatives are available in the Mutual Fund Screener.