RYOTX Mutual Fund

RYOTX Mutual Fund

NAV$15.19
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Returns Overview

1 Month
-7.90%
3 Months
+6.09%
6 Months
+23.03%
YTD
+33.94%
1 Year
+50.44%
3 Years (annualized)
+21.28%
5 Years (annualized)
+11.52%
10 Years (annualized)
+13.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYOTX 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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+33.94%
Peer Avg (YTD)
+15.31%
vs Peers
+18.63%

RYOTX Mutual Fund Performance

RYOTX performance across multiple time periods: 1-month -7.90%, YTD 33.94%, 1-year 50.44%, 3-year 21.28%, 5-year 11.52%, 10-year 13.51%.

RYOTX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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