CIRCX Mutual Fund

NAV$84.07

Returns Overview

1 Month
+2.06%
3 Months
+4.15%
6 Months
+5.50%
YTD
+8.32%
1 Year
+14.82%
3 Years (annualized)
+13.67%
5 Years (annualized)
+7.46%
10 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIRCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+5.93%
vs Peers
+2.39%

CIRCX Mutual Fund Performance

CIRCX performance across multiple time periods: 1-month 2.06%, YTD 8.32%, 1-year 14.82%, 3-year 13.67%, 5-year 7.46%, 10-year 6.68%.

CIRCX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

CIRCX performance comparison shows side-by-side returns with another fund. CIRCX alternatives are available in the Mutual Fund Screener.