RYJCX Mutual Fund

NAV$152.46

Returns Overview

1 Month
-0.84%
3 Months
+0.28%
6 Months
+1.22%
YTD
+0.59%
1 Year
+2.28%
3 Years (annualized)
+7.82%
5 Years (annualized)
+10.68%
10 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYJCX 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
Bloomberg US Long Treasury Index
This Mutual Fund (YTD)
+0.59%
Peer Avg (YTD)
+12.13%
vs Peers
-11.54%

RYJCX Mutual Fund Performance

RYJCX performance across multiple time periods: 1-month -0.84%, YTD 0.59%, 1-year 2.28%, 3-year 7.82%, 5-year 10.68%, 10-year 2.57%.

RYJCX returns trail the peer average of 12.13% YTD. With an expense ratio of 6.03%, investors should weigh costs against performance when evaluating this mutual fund.

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