CIRFX Mutual Fund

NAV$81.59

Returns Overview

3 Months
+1.91%
6 Months
+2.62%
YTD
+5.67%
1 Year
+15.48%
3 Years (annualized)
+14.57%
5 Years (annualized)
+8.37%
10 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIRFX 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)
+5.67%
Peer Avg (YTD)
+5.93%
vs Peers
-0.26%

CIRFX Mutual Fund Performance

CIRFX performance across multiple time periods: YTD 5.67%, 1-year 15.48%, 3-year 14.57%, 5-year 8.37%, 10-year 7.79%.

CIRFX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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