REUYX Mutual Fund

REUYX Mutual Fund

NAV$47.97
See how much of REUYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.15%
3 Months
+2.92%
6 Months
+17.54%
YTD
+10.35%
1 Year
+12.47%
3 Years (annualized)
+15.66%
5 Years (annualized)
+9.61%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REUYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Equity Income Linked Benchmark
This Mutual Fund (YTD)
+10.35%
Peer Avg (YTD)
+9.98%
vs Peers
+0.36%

REUYX Mutual Fund Performance

REUYX performance across multiple time periods: 1-month -1.15%, YTD 10.35%, 1-year 12.47%, 3-year 15.66%, 5-year 9.61%, 10-year 11.21%.

REUYX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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