RYOTX Mutual Fund

NAV$15.59

Returns Overview

1 Month
+8.07%
3 Months
+33.14%
6 Months
+45.43%
YTD
+43.87%
1 Year
+67.21%
3 Years (annualized)
+28.05%
5 Years (annualized)
+13.23%
10 Years (annualized)
+15.07%

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
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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+43.87%
Peer Avg (YTD)
+18.52%
vs Peers
+25.34%

RYOTX Mutual Fund Performance

RYOTX performance across multiple time periods: 1-month 8.07%, YTD 43.87%, 1-year 67.21%, 3-year 28.05%, 5-year 13.23%, 10-year 15.07%.

RYOTX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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