SIRJX Mutual Fund

SIRJX Mutual Fund

NAV$23.64
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Returns Overview

1 Month
-1.85%
3 Months
+1.03%
6 Months
+1.48%
YTD
+2.90%
1 Year
+8.50%
3 Years (annualized)
+4.92%
5 Years (annualized)
+1.45%
10 Years (annualized)
+2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIRJX 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)
+2.90%
Peer Avg (YTD)
+0.12%
vs Peers
+2.78%

SIRJX Mutual Fund Performance

SIRJX performance across multiple time periods: 1-month -1.85%, YTD 2.90%, 1-year 8.50%, 3-year 4.92%, 5-year 1.45%, 10-year 2.29%.

SIRJX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.32%, investors should weigh costs against performance when evaluating this mutual fund.

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