ARYAX Mutual Fund

ARYAX Mutual Fund

NAV$16.81
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Returns Overview

1 Month
+0.78%
3 Months
-0.77%
6 Months
+1.38%
YTD
+4.27%
1 Year
+5.57%
3 Years (annualized)
+12.21%
5 Years (annualized)
+3.87%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+5.92%
vs Peers
-1.65%

ARYAX Mutual Fund Performance

ARYAX performance across multiple time periods: 1-month 0.78%, YTD 4.27%, 1-year 5.57%, 3-year 12.21%, 5-year 3.87%, 10-year 7.05%.

ARYAX returns trail the peer average of 5.92% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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