CAREX Mutual Fund

CAREX Mutual Fund

NAV$20.69
See how much of CAREX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.17%
3 Months
-5.63%
6 Months
+12.54%
YTD
+14.65%
1 Year
+19.53%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Equal Weighted Index
This Mutual Fund (YTD)
+14.65%
Peer Avg (YTD)
+6.73%
vs Peers
+7.92%

CAREX Mutual Fund Performance

CAREX performance across multiple time periods: 1-month -2.17%, YTD 14.65%, 1-year 19.53%, 3-year 16.38%, 5-year 2.66%.

CAREX returns outperform the peer average of 6.73% 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.