CIRAX Mutual Fund

CIRAX Mutual Fund

NAV$84.51
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Returns Overview

1 Month
+2.42%
3 Months
+3.97%
6 Months
+7.02%
YTD
+9.90%
1 Year
+18.57%
3 Years (annualized)
+14.66%
5 Years (annualized)
+8.76%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIRAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+5.79%
vs Peers
+4.10%

CIRAX Mutual Fund Performance

CIRAX performance across multiple time periods: 1-month 2.42%, YTD 9.90%, 1-year 18.57%, 3-year 14.66%, 5-year 8.76%, 10-year 7.68%.

CIRAX returns outperform the peer average of 5.79% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

CIRAX vs another fund shows side-by-side returns. CIRAX alternatives are available in the Mutual Fund Screener.