ARYRX Mutual Fund

NAV$17.18

Returns Overview

1 Month
+0.24%
3 Months
+6.61%
6 Months
+5.15%
YTD
+4.89%
1 Year
+11.14%
3 Years (annualized)
+9.67%
5 Years (annualized)
+4.19%
10 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYRX 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)
+4.89%
Peer Avg (YTD)
+5.87%
vs Peers
-0.97%

ARYRX Mutual Fund Performance

ARYRX performance across multiple time periods: 1-month 0.24%, YTD 4.89%, 1-year 11.14%, 3-year 9.67%, 5-year 4.19%, 10-year 7.12%.

ARYRX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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