CRISX Mutual Fund

CRISX Mutual Fund

NAV$19.35
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Returns Overview

1 Month
+0.05%
3 Months
-5.48%
6 Months
+4.05%
YTD
+12.57%
1 Year
+20.15%
3 Years (annualized)
+16.49%
5 Years (annualized)
+7.65%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRISX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.57%
Peer Avg (YTD)
+12.21%
vs Peers
+0.36%

CRISX Mutual Fund Performance

CRISX performance across multiple time periods: 1-month 0.05%, YTD 12.57%, 1-year 20.15%, 3-year 16.49%, 5-year 7.65%, 10-year 8.57%.

CRISX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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