RYUIX Mutual Fund

NAV$67.41

Returns Overview

1 Month
+2.01%
3 Months
+0.06%
6 Months
+7.50%
YTD
+6.12%
1 Year
+14.47%
3 Years (annualized)
+14.50%
5 Years (annualized)
+9.98%
10 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYUIX 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)
+6.12%
Peer Avg (YTD)
+10.15%
vs Peers
-4.03%

RYUIX Mutual Fund Performance

RYUIX performance across multiple time periods: 1-month 2.01%, YTD 6.12%, 1-year 14.47%, 3-year 14.50%, 5-year 9.98%, 10-year 7.53%.

RYUIX returns trail the peer average of 10.15% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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