CIRRX Mutual Fund

CIRRX Mutual Fund

NAV$18.45
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Returns Overview

1 Month
-5.87%
3 Months
-6.16%
6 Months
+2.99%
YTD
+5.97%
1 Year
+4.45%
3 Years (annualized)
+10.31%
5 Years (annualized)
+2.33%
10 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIRRX 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)
+5.97%
Peer Avg (YTD)
+4.73%
vs Peers
+1.23%

CIRRX Mutual Fund Performance

CIRRX performance across multiple time periods: 1-month -5.87%, YTD 5.97%, 1-year 4.45%, 3-year 10.31%, 5-year 2.33%, 10-year 6.39%.

CIRRX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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