CRIRX Mutual Fund

CRIRX Mutual Fund

NAV$32.61
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Returns Overview

1 Month
-1.18%
3 Months
+4.37%
6 Months
+1.87%
YTD
+5.68%
1 Year
+15.07%
3 Years (annualized)
+9.87%
5 Years (annualized)
+0.44%
10 Years (annualized)
+7.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRIRX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.68%
Peer Avg (YTD)
+8.67%
vs Peers
-2.99%

CRIRX Mutual Fund Performance

CRIRX performance across multiple time periods: 1-month -1.18%, YTD 5.68%, 1-year 15.07%, 3-year 9.87%, 5-year 0.44%, 10-year 7.48%.

CRIRX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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