CRRYX Mutual Fund

NAV$16.99

Returns Overview

1 Month
+0.65%
3 Months
+4.17%
6 Months
+12.82%
YTD
+18.56%
1 Year
+39.49%
3 Years (annualized)
+17.85%
5 Years (annualized)
+10.24%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRRYX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.56%
Peer Avg (YTD)
+18.52%
vs Peers
+0.04%

CRRYX Mutual Fund Performance

CRRYX performance across multiple time periods: 1-month 0.65%, YTD 18.56%, 1-year 39.49%, 3-year 17.85%, 5-year 10.24%, 10-year 13.40%.

CRRYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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