CRRRX Mutual Fund

CRRRX Mutual Fund

NAV$16.94
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Returns Overview

1 Month
+0.72%
3 Months
+9.44%
6 Months
+18.13%
YTD
+24.45%
1 Year
+38.65%
3 Years (annualized)
+15.82%
5 Years (annualized)
+11.10%
10 Years (annualized)
+10.92%

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
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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)
+24.45%
Peer Avg (YTD)
+15.31%
vs Peers
+9.14%

CRRRX Mutual Fund Performance

CRRRX performance across multiple time periods: 1-month 0.72%, YTD 24.45%, 1-year 38.65%, 3-year 15.82%, 5-year 11.10%, 10-year 10.92%.

CRRRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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