CREFX Mutual Fund

NAV$19.73

Returns Overview

1 Month
+0.72%
3 Months
+9.84%
6 Months
+13.28%
YTD
+13.15%
1 Year
+13.41%
3 Years (annualized)
+10.56%
5 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CREFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.15%
Peer Avg (YTD)
+11.24%
vs Peers
+1.90%

CREFX Mutual Fund Performance

CREFX performance across multiple time periods: 1-month 0.72%, YTD 13.15%, 1-year 13.41%, 3-year 10.56%, 5-year 4.26%.

CREFX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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