RYOIX Mutual Fund

NAV$90.69

Returns Overview

1 Month
+10.66%
3 Months
+17.01%
6 Months
+19.40%
YTD
+18.92%
1 Year
+76.21%
3 Years (annualized)
+27.95%
5 Years (annualized)
+10.88%
10 Years (annualized)
+12.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYOIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.92%
Peer Avg (YTD)
+7.57%
vs Peers
+11.35%

RYOIX Mutual Fund Performance

RYOIX performance across multiple time periods: 1-month 10.66%, YTD 18.92%, 1-year 76.21%, 3-year 27.95%, 5-year 10.88%, 10-year 12.90%.

RYOIX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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