REUYX Mutual Fund

REUYX Mutual Fund

NAV$48.11
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Returns Overview

1 Month
+2.99%
3 Months
+4.55%
6 Months
+12.10%
YTD
+11.63%
1 Year
+16.23%
3 Years (annualized)
+15.66%
5 Years (annualized)
+9.61%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REUYX 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
Equity Income Linked Benchmark
This Mutual Fund (YTD)
+11.63%
Peer Avg (YTD)
+11.21%
vs Peers
+0.42%

REUYX Mutual Fund Performance

REUYX performance across multiple time periods: 1-month 2.99%, YTD 11.63%, 1-year 16.23%, 3-year 15.66%, 5-year 9.61%, 10-year 11.21%.

REUYX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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