CRAIX Mutual Fund

NAV$9.50

Returns Overview

1 Month
-0.63%
3 Months
-0.94%
6 Months
-1.66%
YTD
-1.55%
1 Year
+3.45%
3 Years (annualized)
+3.78%
5 Years (annualized)
+0.14%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRAIX 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
Bloomberg Barclays Intermediate US Aggregate Index(^BBIAB)
This Mutual Fund (YTD)
-1.55%
Peer Avg (YTD)
+3.23%
vs Peers
-4.78%

CRAIX Mutual Fund Performance

CRAIX performance across multiple time periods: 1-month -0.63%, YTD -1.55%, 1-year 3.45%, 3-year 3.78%, 5-year 0.14%, 10-year 0.95%.

CRAIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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