BERYX Mutual Fund

NAV$13.03

Returns Overview

1 Month
-8.32%
3 Months
-4.98%
6 Months
+16.94%
YTD
+16.94%
1 Year
+29.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERYX 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

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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
Bloomberg Enhanced Roll Yield Total Return Index
This Mutual Fund (YTD)
+16.94%
Peer Avg (YTD)
+12.13%
vs Peers
+4.81%

BERYX Mutual Fund Performance

BERYX performance across multiple time periods: 1-month -8.32%, YTD 16.94%, 1-year 29.43%.

BERYX returns outperform the peer average of 12.13% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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