CARYX Mutual Fund

CARYX Mutual Fund

NAV$11.54
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Returns Overview

1 Month
+0.53%
3 Months
-0.43%
6 Months
+0.26%
YTD
+7.40%
1 Year
+7.90%
3 Years (annualized)
+14.15%
5 Years (annualized)
+4.75%
10 Years (annualized)
+6.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CARYX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+7.40%
Peer Avg (YTD)
+5.74%
vs Peers
+1.67%

CARYX Mutual Fund Performance

CARYX performance across multiple time periods: 1-month 0.53%, YTD 7.40%, 1-year 7.90%, 3-year 14.15%, 5-year 4.75%, 10-year 6.81%.

CARYX returns outperform the peer average of 5.74% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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