SIRJX Mutual Fund

SIRJX Mutual Fund

NAV$23.14
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Returns Overview

1 Month
+0.98%
3 Months
-0.68%
6 Months
+0.79%
YTD
+3.91%
1 Year
+7.61%
3 Years (annualized)
+5.64%
5 Years (annualized)
+1.43%
10 Years (annualized)
+2.24%

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)
+3.91%
Peer Avg (YTD)
+2.15%
vs Peers
+1.76%

SIRJX Mutual Fund Performance

SIRJX performance across multiple time periods: 1-month 0.98%, YTD 3.91%, 1-year 7.61%, 3-year 5.64%, 5-year 1.43%, 10-year 2.24%.

SIRJX returns outperform the peer average of 2.15% 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.