CAREX Mutual Fund

CAREX Mutual Fund

NAV$21.23
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Returns Overview

1 Month
-5.13%
3 Months
+4.22%
6 Months
+12.40%
YTD
+16.35%
1 Year
+28.83%
3 Years (annualized)
+14.57%
5 Years (annualized)
+3.52%

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
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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
MSCI World Equal Weighted Index
This Mutual Fund (YTD)
+16.35%
Peer Avg (YTD)
+9.54%
vs Peers
+6.81%

CAREX Mutual Fund Performance

CAREX performance across multiple time periods: 1-month -5.13%, YTD 16.35%, 1-year 28.83%, 3-year 14.57%, 5-year 3.52%.

CAREX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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