CIRRX Mutual Fund

CIRRX Mutual Fund

NAV$19.78
See how much of CIRRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.54%
3 Months
+2.78%
6 Months
+14.07%
YTD
+15.79%
1 Year
+15.92%
3 Years (annualized)
+10.26%
5 Years (annualized)
+3.49%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIRRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.79%
Peer Avg (YTD)
+12.53%
vs Peers
+3.25%

CIRRX Mutual Fund Performance

CIRRX performance across multiple time periods: 1-month 2.54%, YTD 15.79%, 1-year 15.92%, 3-year 10.26%, 5-year 3.49%, 10-year 6.43%.

CIRRX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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