CARYX Mutual Fund

CARYX Mutual Fund

NAV$11.74
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Returns Overview

1 Month
-0.60%
3 Months
+0.70%
6 Months
+4.92%
YTD
+7.87%
1 Year
+15.68%
3 Years (annualized)
+11.31%
5 Years (annualized)
+4.81%
10 Years (annualized)
+6.71%

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)
+7.87%
Peer Avg (YTD)
+5.79%
vs Peers
+2.08%

CARYX Mutual Fund Performance

CARYX performance across multiple time periods: 1-month -0.60%, YTD 7.87%, 1-year 15.68%, 3-year 11.31%, 5-year 4.81%, 10-year 6.71%.

CARYX returns outperform the peer average of 5.79% 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.