RYJUX Mutual Fund

NAV$204.77

Returns Overview

1 Month
-0.76%
3 Months
+0.53%
6 Months
+1.71%
YTD
+1.08%
1 Year
+3.31%
3 Years (annualized)
+8.89%
5 Years (annualized)
+11.79%
10 Years (annualized)
+3.59%

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
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)
+1.08%
Peer Avg (YTD)
+12.13%
vs Peers
-11.05%

RYJUX Mutual Fund Performance

RYJUX performance across multiple time periods: 1-month -0.76%, YTD 1.08%, 1-year 3.31%, 3-year 8.89%, 5-year 11.79%, 10-year 3.59%.

RYJUX returns trail the peer average of 12.13% YTD. With an expense ratio of 5.05%, investors should weigh costs against performance when evaluating this mutual fund.

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