SIRJX Mutual Fund

SIRJX Mutual Fund

NAV$23.17
See how much of SIRJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.89%
3 Months
-2.76%
6 Months
+3.43%
YTD
+1.94%
1 Year
+3.85%
3 Years (annualized)
+5.64%
5 Years (annualized)
+1.43%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIRJX 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
Morningstar Tactical Allocation Category(^MTacticalAllocAC)
This Mutual Fund (YTD)
+1.94%
Peer Avg (YTD)
+0.50%
vs Peers
+1.44%

SIRJX Mutual Fund Performance

SIRJX performance across multiple time periods: 1-month -1.89%, YTD 1.94%, 1-year 3.85%, 3-year 5.64%, 5-year 1.43%, 10-year 2.24%.

SIRJX returns outperform the peer average of 0.50% YTD. With an expense ratio of 2.32%, investors should weigh costs against performance when evaluating this mutual fund.

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