RYOTX Mutual Fund

RYOTX Mutual Fund

NAV$14.84
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Returns Overview

1 Month
-0.40%
3 Months
-7.28%
6 Months
+23.45%
YTD
+33.39%
1 Year
+37.31%
3 Years (annualized)
+24.04%
5 Years (annualized)
+11.52%
10 Years (annualized)
+13.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYOTX 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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+33.39%
Peer Avg (YTD)
+10.34%
vs Peers
+23.05%

RYOTX Mutual Fund Performance

RYOTX performance across multiple time periods: 1-month -0.40%, YTD 33.39%, 1-year 37.31%, 3-year 24.04%, 5-year 11.52%, 10-year 13.43%.

RYOTX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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