RYURX Mutual Fund

RYURX Mutual Fund

NAV$85.58
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Returns Overview

1 Month
+0.81%
3 Months
-0.96%
6 Months
-12.99%
YTD
-7.97%
1 Year
-9.16%
3 Years (annualized)
-12.09%
5 Years (annualized)
-7.98%
10 Years (annualized)
-12.71%

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)
-7.97%
Peer Avg (YTD)
+7.57%
vs Peers
-15.54%

RYURX Mutual Fund Performance

RYURX performance across multiple time periods: 1-month 0.81%, YTD -7.97%, 1-year -9.16%, 3-year -12.09%, 5-year -7.98%, 10-year -12.71%.

RYURX returns trail the peer average of 7.57% 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.