RYURX Mutual Fund

RYURX Mutual Fund

NAV$86.12
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Returns Overview

1 Month
+0.56%
3 Months
-2.81%
6 Months
-5.81%
YTD
-6.56%
1 Year
-11.75%
3 Years (annualized)
-10.69%
5 Years (annualized)
-8.11%
10 Years (annualized)
-12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYURX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.56%
Peer Avg (YTD)
-0.65%
vs Peers
-5.92%

RYURX Mutual Fund Performance

RYURX performance across multiple time periods: 1-month 0.56%, YTD -6.56%, 1-year -11.75%, 3-year -10.69%, 5-year -8.11%, 10-year -12.51%.

RYURX returns trail the peer average of -0.65% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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