RYUTX Mutual Fund

RYUTX Mutual Fund

NAV$59.84
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Returns Overview

1 Month
-2.96%
3 Months
-4.85%
6 Months
+1.85%
YTD
+4.19%
1 Year
+5.45%
3 Years (annualized)
+12.21%
5 Years (annualized)
+8.42%
10 Years (annualized)
+7.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYUTX 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)
+4.19%
Peer Avg (YTD)
+8.19%
vs Peers
-4.00%

RYUTX Mutual Fund Performance

RYUTX performance across multiple time periods: 1-month -2.96%, YTD 4.19%, 1-year 5.45%, 3-year 12.21%, 5-year 8.42%, 10-year 7.02%.

RYUTX returns trail the peer average of 8.19% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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