ARYRX Mutual Fund

ARYRX Mutual Fund

NAV$16.78
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Returns Overview

1 Month
+0.72%
3 Months
-0.83%
6 Months
+1.20%
YTD
+4.09%
1 Year
+5.29%
3 Years (annualized)
+11.91%
5 Years (annualized)
+3.60%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYRX 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)
+4.09%
Peer Avg (YTD)
+5.92%
vs Peers
-1.84%

ARYRX Mutual Fund Performance

ARYRX performance across multiple time periods: 1-month 0.72%, YTD 4.09%, 1-year 5.29%, 3-year 11.91%, 5-year 3.60%, 10-year 6.78%.

ARYRX returns trail the peer average of 5.92% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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