RYCUX Mutual Fund

RYCUX Mutual Fund

NAV$45.88
See how much of RYCUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.04%
3 Months
-5.04%
6 Months
+1.46%
YTD
+3.72%
1 Year
+4.65%
3 Years (annualized)
+11.37%
5 Years (annualized)
+7.61%
10 Years (annualized)
+6.23%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+8.19%
vs Peers
-4.47%

RYCUX Mutual Fund Performance

RYCUX performance across multiple time periods: 1-month -3.04%, YTD 3.72%, 1-year 4.65%, 3-year 11.37%, 5-year 7.61%, 10-year 6.23%.

RYCUX returns trail the peer average of 8.19% YTD. With an expense ratio of 2.38%, investors should weigh costs against performance when evaluating this mutual fund.

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