CARYX Mutual Fund

NAV$11.47

Returns Overview

1 Month
-0.95%
3 Months
+1.24%
6 Months
+3.61%
YTD
+7.50%
1 Year
+16.95%
3 Years (annualized)
+12.08%
5 Years (annualized)
+5.34%
10 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CARYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+5.93%
vs Peers
+1.56%

CARYX Mutual Fund Performance

CARYX performance across multiple time periods: 1-month -0.95%, YTD 7.50%, 1-year 16.95%, 3-year 12.08%, 5-year 5.34%, 10-year 7.39%.

CARYX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

CARYX performance comparison shows side-by-side returns with another fund. CARYX alternatives are available in the Mutual Fund Screener.