CRIAX Mutual Fund

CRIAX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
+1.73%
3 Months
-5.14%
6 Months
+4.11%
YTD
+13.02%
1 Year
+20.44%
3 Years (annualized)
+18.09%
5 Years (annualized)
+6.92%
10 Years (annualized)
+11.02%

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)
+13.02%
Peer Avg (YTD)
+12.21%
vs Peers
+0.82%

CRIAX Mutual Fund Performance

CRIAX performance across multiple time periods: 1-month 1.73%, YTD 13.02%, 1-year 20.44%, 3-year 18.09%, 5-year 6.92%, 10-year 11.02%.

CRIAX returns outperform the peer average of 12.21% 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.