RYUCX Mutual Fund

NAV$63.16

Returns Overview

1 Month
+1.20%
3 Months
-12.37%
6 Months
-7.66%
YTD
-7.53%
1 Year
-14.48%
3 Years (annualized)
-12.45%
5 Years (annualized)
-9.59%
10 Years (annualized)
-13.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYUCX 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)
-7.53%
Peer Avg (YTD)
+12.13%
vs Peers
-19.66%

RYUCX Mutual Fund Performance

RYUCX performance across multiple time periods: 1-month 1.20%, YTD -7.53%, 1-year -14.48%, 3-year -12.45%, 5-year -9.59%, 10-year -13.75%.

RYUCX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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