BERYX Mutual Fund

BERYX Mutual Fund

NAV$13.71
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Returns Overview

1 Month
+7.83%
3 Months
-3.43%
6 Months
+15.21%
YTD
+26.10%
1 Year
+37.97%

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)
+26.10%
Peer Avg (YTD)
-0.65%
vs Peers
+26.74%

BERYX Mutual Fund Performance

BERYX performance across multiple time periods: 1-month 7.83%, YTD 26.10%, 1-year 37.97%.

BERYX returns outperform the peer average of -0.65% 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.