CAREX Mutual Fund

CAREX Mutual Fund

NAV$20.67
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Returns Overview

1 Month
+1.68%
3 Months
-0.86%
6 Months
+9.12%
YTD
+18.30%
1 Year
+27.60%
3 Years (annualized)
+16.38%
5 Years (annualized)
+2.66%

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)
+18.30%
Peer Avg (YTD)
+9.89%
vs Peers
+8.41%

CAREX Mutual Fund Performance

CAREX performance across multiple time periods: 1-month 1.68%, YTD 18.30%, 1-year 27.60%, 3-year 16.38%, 5-year 2.66%.

CAREX returns outperform the peer average of 9.89% 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.