SIRCX Mutual Fund

SIRCX Mutual Fund

NAV$23.61
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Returns Overview

1 Month
-1.85%
3 Months
+0.87%
6 Months
+1.17%
YTD
+2.58%
1 Year
+7.85%
3 Years (annualized)
+4.29%
5 Years (annualized)
+0.77%
10 Years (annualized)
+2.15%

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
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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)
+2.58%
Peer Avg (YTD)
+0.12%
vs Peers
+2.46%

SIRCX Mutual Fund Performance

SIRCX performance across multiple time periods: 1-month -1.85%, YTD 2.58%, 1-year 7.85%, 3-year 4.29%, 5-year 0.77%, 10-year 2.15%.

SIRCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.92%, investors should weigh costs against performance when evaluating this mutual fund.

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