CRISX Mutual Fund

CRISX Mutual Fund

NAV$18.65
See how much of CRISX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.09%
3 Months
-8.93%
6 Months
+15.52%
YTD
+12.51%
1 Year
+19.12%
3 Years (annualized)
+14.83%
5 Years (annualized)
+8.55%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRISX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.51%
Peer Avg (YTD)
+10.34%
vs Peers
+2.17%

CRISX Mutual Fund Performance

CRISX performance across multiple time periods: 1-month -4.09%, YTD 12.51%, 1-year 19.12%, 3-year 14.83%, 5-year 8.55%, 10-year 8.70%.

CRISX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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