RYEIX Mutual Fund

NAV$338.28

Returns Overview

1 Month
-6.65%
3 Months
-10.14%
6 Months
+22.96%
YTD
+19.62%
1 Year
+34.37%
3 Years (annualized)
+12.09%
5 Years (annualized)
+15.48%
10 Years (annualized)
+21.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYEIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.62%
Peer Avg (YTD)
+14.02%
vs Peers
+5.60%

RYEIX Mutual Fund Performance

RYEIX performance across multiple time periods: 1-month -6.65%, YTD 19.62%, 1-year 34.37%, 3-year 12.09%, 5-year 15.48%, 10-year 21.12%.

RYEIX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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