ARYIX Mutual Fund

NAV$17.30

Returns Overview

1 Month
+0.30%
3 Months
+6.73%
6 Months
+5.47%
YTD
+5.14%
1 Year
+11.71%
3 Years (annualized)
+10.22%
5 Years (annualized)
+4.72%
10 Years (annualized)
+7.32%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+5.87%
vs Peers
-0.72%

ARYIX Mutual Fund Performance

ARYIX performance across multiple time periods: 1-month 0.30%, YTD 5.14%, 1-year 11.71%, 3-year 10.22%, 5-year 4.72%, 10-year 7.32%.

ARYIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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