SIRAX Mutual Fund

NAV$23.46

Returns Overview

1 Month
+0.20%
3 Months
+6.40%
6 Months
+5.22%
YTD
+4.90%
1 Year
+10.63%
3 Years (annualized)
+6.10%
5 Years (annualized)
+1.86%
10 Years (annualized)
+2.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIRAX 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
Morningstar Tactical Allocation Category(^MTacticalAllocAC)
This Mutual Fund (YTD)
+4.90%
Peer Avg (YTD)
+3.23%
vs Peers
+1.67%

SIRAX Mutual Fund Performance

SIRAX performance across multiple time periods: 1-month 0.20%, YTD 4.90%, 1-year 10.63%, 3-year 6.10%, 5-year 1.86%, 10-year 2.70%.

SIRAX returns outperform the peer average of 3.23% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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