ARYAX Mutual Fund

NAV$17.28

Returns Overview

1 Month
+0.24%
3 Months
+6.67%
6 Months
+5.28%
YTD
+4.95%
1 Year
+11.36%
3 Years (annualized)
+9.95%
5 Years (annualized)
+4.45%
10 Years (annualized)
+7.24%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.95%
Peer Avg (YTD)
+5.87%
vs Peers
-0.91%

ARYAX Mutual Fund Performance

ARYAX performance across multiple time periods: 1-month 0.24%, YTD 4.95%, 1-year 11.36%, 3-year 9.95%, 5-year 4.45%, 10-year 7.24%.

ARYAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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