CRIAX Mutual Fund

NAV$13.97

Returns Overview

1 Month
+10.14%
3 Months
+28.33%
6 Months
+27.99%
YTD
+26.31%
1 Year
+45.00%
3 Years (annualized)
+17.75%
5 Years (annualized)
+9.50%
10 Years (annualized)
+14.75%

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
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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+26.31%
Peer Avg (YTD)
+18.52%
vs Peers
+7.79%

CRIAX Mutual Fund Performance

CRIAX performance across multiple time periods: 1-month 10.14%, YTD 26.31%, 1-year 45.00%, 3-year 17.75%, 5-year 9.50%, 10-year 14.75%.

CRIAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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