RYJUX Mutual Fund

RYJUX Mutual Fund

NAV$217.86
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Returns Overview

1 Month
-0.25%
3 Months
+4.01%
6 Months
+9.88%
YTD
+5.94%
1 Year
+5.63%
3 Years (annualized)
+8.02%
5 Years (annualized)
+13.83%
10 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYJUX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Long Treasury Index
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+6.77%
vs Peers
-0.82%

RYJUX Mutual Fund Performance

RYJUX performance across multiple time periods: 1-month -0.25%, YTD 5.94%, 1-year 5.63%, 3-year 8.02%, 5-year 13.83%, 10-year 4.27%.

RYJUX returns trail the peer average of 6.77% YTD. With an expense ratio of 5.11%, investors should weigh costs against performance when evaluating this mutual fund.

RYJUX vs another fund shows side-by-side returns. RYJUX alternatives are available in the Mutual Fund Screener.