CRFIX Mutual Fund

NAV$13.62

Returns Overview

1 Month
+5.91%
3 Months
+4.77%
6 Months
+9.75%
YTD
+10.11%
1 Year
+30.17%
3 Years (annualized)
+14.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRFIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+4.60%
vs Peers
+5.51%

CRFIX Mutual Fund Performance

CRFIX performance across multiple time periods: 1-month 5.91%, YTD 10.11%, 1-year 30.17%, 3-year 14.02%.

CRFIX returns outperform the peer average of 4.60% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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