CRIAX Mutual Fund

CRIAX Mutual Fund

NAV$12.79
See how much of CRIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.49%
3 Months
-12.04%
6 Months
+12.88%
YTD
+11.10%
1 Year
+19.67%
3 Years (annualized)
+13.72%
5 Years (annualized)
+7.58%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRIAX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+11.10%
Peer Avg (YTD)
+10.34%
vs Peers
+0.76%

CRIAX Mutual Fund Performance

CRIAX performance across multiple time periods: 1-month -3.49%, YTD 11.10%, 1-year 19.67%, 3-year 13.72%, 5-year 7.58%, 10-year 10.82%.

CRIAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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