SIRAX Mutual Fund

SIRAX Mutual Fund

NAV$22.63
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Returns Overview

1 Month
-0.48%
3 Months
-1.42%
6 Months
-0.36%
YTD
+1.53%
1 Year
+2.53%
3 Years (annualized)
+6.01%
5 Years (annualized)
+1.32%
10 Years (annualized)
+2.23%

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
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📉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
Morningstar Tactical Allocation Category(^MTacticalAllocAC)
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+1.93%
vs Peers
-0.39%

SIRAX Mutual Fund Performance

SIRAX performance across multiple time periods: 1-month -0.48%, YTD 1.53%, 1-year 2.53%, 3-year 6.01%, 5-year 1.32%, 10-year 2.23%.

SIRAX returns trail the peer average of 1.93% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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