CAREX Mutual Fund

NAV$21.71

Returns Overview

1 Month
+2.78%
3 Months
+19.25%
6 Months
+22.64%
YTD
+21.49%
1 Year
+33.73%
3 Years (annualized)
+17.60%
5 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAREX 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
MSCI World Equal Weighted Index
This Mutual Fund (YTD)
+21.49%
Peer Avg (YTD)
+10.82%
vs Peers
+10.67%

CAREX Mutual Fund Performance

CAREX performance across multiple time periods: 1-month 2.78%, YTD 21.49%, 1-year 33.73%, 3-year 17.60%, 5-year 4.97%.

CAREX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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