CIRFX Mutual Fund

CIRFX Mutual Fund

NAV$81.59
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Returns Overview

6 Months
+1.19%
YTD
+7.01%
1 Year
+10.83%
3 Years (annualized)
+16.77%
5 Years (annualized)
+8.00%
10 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIRFX 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)
+7.01%
Peer Avg (YTD)
+5.74%
vs Peers
+1.27%

CIRFX Mutual Fund Performance

CIRFX performance across multiple time periods: YTD 7.01%, 1-year 10.83%, 3-year 16.77%, 5-year 8.00%, 10-year 7.93%.

CIRFX returns outperform the peer average of 5.74% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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