CRIEX Mutual Fund

NAV$8.78

Returns Overview

1 Month
+7.40%
3 Months
+23.80%
6 Months
+23.63%
YTD
+22.28%
1 Year
+42.64%
3 Years (annualized)
+19.01%
5 Years (annualized)
+9.85%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRIEX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
+22.28%
Peer Avg (YTD)
+10.82%
vs Peers
+11.47%

CRIEX Mutual Fund Performance

CRIEX performance across multiple time periods: 1-month 7.40%, YTD 22.28%, 1-year 42.64%, 3-year 19.01%, 5-year 9.85%, 10-year 11.15%.

CRIEX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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