RYUTX Mutual Fund

NAV$59.69

Returns Overview

1 Month
+1.97%
6 Months
+7.37%
YTD
+5.97%
1 Year
+14.19%
3 Years (annualized)
+14.21%
5 Years (annualized)
+9.70%
10 Years (annualized)
+7.26%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+10.15%
vs Peers
-4.18%

RYUTX Mutual Fund Performance

RYUTX performance across multiple time periods: 1-month 1.97%, YTD 5.97%, 1-year 14.19%, 3-year 14.21%, 5-year 9.70%, 10-year 7.26%.

RYUTX returns trail the peer average of 10.15% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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