SIRCX Mutual Fund

NAV$23.57

Returns Overview

1 Month
+0.10%
3 Months
+6.17%
6 Months
+4.79%
YTD
+4.52%
1 Year
+9.78%
3 Years (annualized)
+5.31%
5 Years (annualized)
+1.09%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIRCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar Tactical Allocation Category(^MTacticalAllocAC)
This Mutual Fund (YTD)
+4.52%
Peer Avg (YTD)
+3.23%
vs Peers
+1.29%

SIRCX Mutual Fund Performance

SIRCX performance across multiple time periods: 1-month 0.10%, YTD 4.52%, 1-year 9.78%, 3-year 5.31%, 5-year 1.09%, 10-year 2.44%.

SIRCX returns outperform the peer average of 3.23% YTD. With an expense ratio of 2.92%, investors should weigh costs against performance when evaluating this mutual fund.

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