SIRAX Mutual Fund

SIRAX Mutual Fund

NAV$23.01
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Returns Overview

1 Month
-1.91%
3 Months
-2.74%
6 Months
+3.49%
YTD
+2.02%
1 Year
+3.94%
3 Years (annualized)
+5.81%
5 Years (annualized)
+1.57%
10 Years (annualized)
+2.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIRAX 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
Morningstar Tactical Allocation Category(^MTacticalAllocAC)
This Mutual Fund (YTD)
+2.02%
Peer Avg (YTD)
+0.50%
vs Peers
+1.52%

SIRAX Mutual Fund Performance

SIRAX performance across multiple time periods: 1-month -1.91%, YTD 2.02%, 1-year 3.94%, 3-year 5.81%, 5-year 1.57%, 10-year 2.39%.

SIRAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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