BERYX Mutual Fund

BERYX Mutual Fund

NAV$14.31
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Returns Overview

1 Month
+7.49%
3 Months
+5.45%
6 Months
+20.83%
YTD
+35.54%
1 Year
+45.15%

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
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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
Bloomberg Enhanced Roll Yield Total Return Index
This Mutual Fund (YTD)
+35.54%
Peer Avg (YTD)
+6.77%
vs Peers
+28.77%

BERYX Mutual Fund Performance

BERYX performance across multiple time periods: 1-month 7.49%, YTD 35.54%, 1-year 45.15%.

BERYX returns outperform the peer average of 6.77% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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