CRRVX Mutual Fund

NAV$10.78

Returns Overview

1 Month
+1.82%
3 Months
+11.15%
6 Months
+15.97%
YTD
+15.72%
1 Year
+17.99%
3 Years (annualized)
+1.40%
5 Years (annualized)
+0.04%
10 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRRVX 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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+15.72%
Peer Avg (YTD)
+11.24%
vs Peers
+4.48%

CRRVX Mutual Fund Performance

CRRVX performance across multiple time periods: 1-month 1.82%, YTD 15.72%, 1-year 17.99%, 3-year 1.40%, 5-year 0.04%, 10-year 3.22%.

CRRVX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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