CIRRX Mutual Fund

CIRRX Mutual Fund

NAV$19.60
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Returns Overview

1 Month
+5.44%
3 Months
-3.51%
6 Months
-0.82%
YTD
+11.73%
1 Year
+13.17%
3 Years (annualized)
+14.11%
5 Years (annualized)
+1.90%
10 Years (annualized)
+6.65%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.73%
Peer Avg (YTD)
+7.23%
vs Peers
+4.50%

CIRRX Mutual Fund Performance

CIRRX performance across multiple time periods: 1-month 5.44%, YTD 11.73%, 1-year 13.17%, 3-year 14.11%, 5-year 1.90%, 10-year 6.65%.

CIRRX returns outperform the peer average of 7.23% 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.