CIRAX Mutual Fund

CIRAX Mutual Fund

NAV$81.63
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Returns Overview

1 Month
-3.67%
3 Months
-0.81%
6 Months
+5.25%
YTD
+6.43%
1 Year
+10.24%
3 Years (annualized)
+15.86%
5 Years (annualized)
+8.60%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIRAX 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(MSEUACWF)
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+5.22%
vs Peers
+1.21%

CIRAX Mutual Fund Performance

CIRAX performance across multiple time periods: 1-month -3.67%, YTD 6.43%, 1-year 10.24%, 3-year 15.86%, 5-year 8.60%, 10-year 7.87%.

CIRAX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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