RYIAX Mutual Fund

NAV$153.07

Returns Overview

1 Month
-3.82%
3 Months
+13.64%
6 Months
+0.99%
YTD
+1.25%
1 Year
+8.99%
3 Years (annualized)
+19.27%
5 Years (annualized)
+5.95%
10 Years (annualized)
+17.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYIAX 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 Information Technology Index(^SP500-45TR:SP)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+16.06%
vs Peers
-14.81%

RYIAX Mutual Fund Performance

RYIAX performance across multiple time periods: 1-month -3.82%, YTD 1.25%, 1-year 8.99%, 3-year 19.27%, 5-year 5.95%, 10-year 17.58%.

RYIAX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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