RYIDX Mutual Fund

NAV$84.30

Returns Overview

1 Month
-5.03%
3 Months
-21.18%
6 Months
-15.81%
YTD
-14.74%
1 Year
-27.50%
3 Years (annualized)
-21.85%
5 Years (annualized)
-16.30%
10 Years (annualized)
-25.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYIDX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
-14.74%
Peer Avg (YTD)
+12.13%
vs Peers
-26.87%

RYIDX Mutual Fund Performance

RYIDX performance across multiple time periods: 1-month -5.03%, YTD -14.74%, 1-year -27.50%, 3-year -21.85%, 5-year -16.30%, 10-year -25.51%.

RYIDX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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