ARYIX Mutual Fund

ARYIX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
+1.00%
3 Months
+1.42%
6 Months
+3.25%
YTD
+6.32%
1 Year
+9.84%
3 Years (annualized)
+10.99%
5 Years (annualized)
+4.53%
10 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYIX 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)
+6.32%
Peer Avg (YTD)
+6.28%
vs Peers
+0.04%

ARYIX Mutual Fund Performance

ARYIX performance across multiple time periods: 1-month 1.00%, YTD 6.32%, 1-year 9.84%, 3-year 10.99%, 5-year 4.53%, 10-year 7.36%.

ARYIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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