CROSX Mutual Fund

NAV$9.26

Returns Overview

1 Month
-0.32%
3 Months
-0.54%
6 Months
-1.17%
YTD
-1.07%
1 Year
+4.13%
3 Years (annualized)
+5.54%
5 Years (annualized)
+2.29%
10 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CROSX 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 1-5 Year Government/Credit Index(BBG115YGCI)
This Mutual Fund (YTD)
-1.07%
Peer Avg (YTD)
+3.23%
vs Peers
-4.30%

CROSX Mutual Fund Performance

CROSX performance across multiple time periods: 1-month -0.32%, YTD -1.07%, 1-year 4.13%, 3-year 5.54%, 5-year 2.29%, 10-year 3.12%.

CROSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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