REUYX Mutual Fund

REUYX Mutual Fund

NAV$48.05
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Returns Overview

1 Month
+0.41%
3 Months
+14.20%
6 Months
+7.16%
YTD
+7.21%
1 Year
+15.00%
3 Years (annualized)
+14.39%
5 Years (annualized)
+9.84%
10 Years (annualized)
+10.94%

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)
+7.21%
Peer Avg (YTD)
+9.51%
vs Peers
-2.30%

REUYX Mutual Fund Performance

REUYX performance across multiple time periods: 1-month 0.41%, YTD 7.21%, 1-year 15.00%, 3-year 14.39%, 5-year 9.84%, 10-year 10.94%.

REUYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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