IARYX Mutual Fund

IARYX Mutual Fund

NAV$17.18
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Returns Overview

1 Month
-5.83%
3 Months
-5.88%
6 Months
+4.38%
YTD
+7.70%
1 Year
+5.92%
3 Years (annualized)
+8.21%
5 Years (annualized)
+1.01%
10 Years (annualized)
+4.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IARYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+4.73%
vs Peers
+2.97%

IARYX Mutual Fund Performance

IARYX performance across multiple time periods: 1-month -5.83%, YTD 7.70%, 1-year 5.92%, 3-year 8.21%, 5-year 1.01%, 10-year 4.23%.

IARYX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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