CIREX Mutual Fund

NAV$83.27

Returns Overview

1 Month
+1.47%
3 Months
+3.89%
6 Months
+4.61%
YTD
+7.70%
1 Year
+15.43%
3 Years (annualized)
+14.27%
5 Years (annualized)
+8.03%
10 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIREX 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)
+7.70%
Peer Avg (YTD)
+5.93%
vs Peers
+1.76%

CIREX Mutual Fund Performance

CIREX performance across multiple time periods: 1-month 1.47%, YTD 7.70%, 1-year 15.43%, 3-year 14.27%, 5-year 8.03%, 10-year 7.38%.

CIREX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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