CRIEX Mutual Fund

CRIEX Mutual Fund

NAV$7.96
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Returns Overview

1 Month
-1.76%
3 Months
-7.45%
6 Months
-4.51%
YTD
+6.39%
1 Year
+12.95%
3 Years (annualized)
+17.32%
5 Years (annualized)
+6.78%
10 Years (annualized)
+9.36%

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
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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 3000 Value(^RAV)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+8.01%
vs Peers
-1.62%

CRIEX Mutual Fund Performance

CRIEX performance across multiple time periods: 1-month -1.76%, YTD 6.39%, 1-year 12.95%, 3-year 17.32%, 5-year 6.78%, 10-year 9.36%.

CRIEX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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