CORYX Mutual Fund

CORYX Mutual Fund

NAV$11.27
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Returns Overview

1 Month
-2.88%
3 Months
-4.32%
6 Months
-2.78%
YTD
-2.83%
1 Year
-1.29%
3 Years (annualized)
+2.93%
5 Years (annualized)
+0.52%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CORYX 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
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
-2.83%
Peer Avg (YTD)
-3.84%
vs Peers
+1.01%

CORYX Mutual Fund Performance

CORYX performance across multiple time periods: 1-month -2.88%, YTD -2.83%, 1-year -1.29%, 3-year 2.93%, 5-year 0.52%, 10-year 1.56%.

CORYX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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