CIRRX Mutual Fund

NAV$20.29

Returns Overview

1 Month
+3.36%
3 Months
+6.17%
6 Months
+16.08%
YTD
+17.22%
1 Year
+12.90%
3 Years (annualized)
+10.03%
5 Years (annualized)
+3.86%
10 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIRRX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.22%
Peer Avg (YTD)
+11.24%
vs Peers
+5.97%

CIRRX Mutual Fund Performance

CIRRX performance across multiple time periods: 1-month 3.36%, YTD 17.22%, 1-year 12.90%, 3-year 10.03%, 5-year 3.86%, 10-year 6.62%.

CIRRX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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