CIRCX Mutual Fund

CIRCX Mutual Fund

NAV$82.00
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Returns Overview

1 Month
-3.74%
3 Months
-1.01%
6 Months
+4.83%
YTD
+5.81%
1 Year
+9.39%
3 Years (annualized)
+14.98%
5 Years (annualized)
+7.78%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIRCX 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)
+5.81%
Peer Avg (YTD)
+5.22%
vs Peers
+0.58%

CIRCX Mutual Fund Performance

CIRCX performance across multiple time periods: 1-month -3.74%, YTD 5.81%, 1-year 9.39%, 3-year 14.98%, 5-year 7.78%, 10-year 6.93%.

CIRCX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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