CRRRX Mutual Fund

NAV$16.94

Returns Overview

1 Month
+7.27%
3 Months
+18.08%
6 Months
+24.35%
YTD
+23.56%
1 Year
+39.43%
3 Years (annualized)
+17.76%
5 Years (annualized)
+10.18%
10 Years (annualized)
+13.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRRRX 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)
+23.56%
Peer Avg (YTD)
+18.52%
vs Peers
+5.04%

CRRRX Mutual Fund Performance

CRRRX performance across multiple time periods: 1-month 7.27%, YTD 23.56%, 1-year 39.43%, 3-year 17.76%, 5-year 10.18%, 10-year 13.35%.

CRRRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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