CARY ETF

$20.79

Returns Overview

1 Month
-0.15%
3 Months
-0.04%
6 Months
+2.17%
YTD
+1.51%
1 Year
+7.54%
3 Years
+7.45%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CARY 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
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📉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

-0.15%

3 Months Performance

-0.04%

6 Months Performance

+2.17%

1 Year Performance

+7.54%

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This ETF (YTD)
+1.51%
Peer Avg (YTD)
+0.23%
vs Peers
+1.28%

CARY ETF Performance

CARY performance across multiple time periods: 1-month -0.15%, YTD 1.51%, 1-year 7.54%, 3-year 7.45%.

CARY returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this ETF.

CARY performance comparison shows side-by-side returns with another fund. CARY alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.15%Apr 22, 2026 to May 22, 2026
3 Months-0.04%Feb 23, 2026 to May 22, 2026
6 Months+2.17%Nov 24, 2025 to May 22, 2026
1 Year+7.54%N/A
3 Years+7.45%N/A

All returns shown are total returns, not annualized