CRIAX Mutual Fund

CRIAX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
-5.67%
3 Months
+9.74%
6 Months
+14.54%
YTD
+20.73%
1 Year
+32.36%
3 Years (annualized)
+13.95%
5 Years (annualized)
+8.64%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRIAX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+20.73%
Peer Avg (YTD)
+15.31%
vs Peers
+5.42%

CRIAX Mutual Fund Performance

CRIAX performance across multiple time periods: 1-month -5.67%, YTD 20.73%, 1-year 32.36%, 3-year 13.95%, 5-year 8.64%, 10-year 11.44%.

CRIAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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