CRISX Mutual Fund

NAV$20.63

Returns Overview

1 Month
+9.17%
3 Months
+26.84%
6 Months
+24.42%
YTD
+23.53%
1 Year
+36.82%
3 Years (annualized)
+17.56%
5 Years (annualized)
+11.16%
10 Years (annualized)
+10.96%

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
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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.53%
Peer Avg (YTD)
+18.52%
vs Peers
+5.01%

CRISX Mutual Fund Performance

CRISX performance across multiple time periods: 1-month 9.17%, YTD 23.53%, 1-year 36.82%, 3-year 17.56%, 5-year 11.16%, 10-year 10.96%.

CRISX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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