RYIIX Mutual Fund

NAV$186.10

Returns Overview

1 Month
-3.80%
3 Months
+13.72%
6 Months
+1.13%
YTD
+1.39%
1 Year
+9.02%
3 Years (annualized)
+19.48%
5 Years (annualized)
+5.68%
10 Years (annualized)
+17.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYIIX 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
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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)
+1.39%
Peer Avg (YTD)
+16.06%
vs Peers
-14.67%

RYIIX Mutual Fund Performance

RYIIX performance across multiple time periods: 1-month -3.80%, YTD 1.39%, 1-year 9.02%, 3-year 19.48%, 5-year 5.68%, 10-year 17.39%.

RYIIX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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