SIRRX Mutual Fund

SIRRX Mutual Fund

NAV$22.75
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Returns Overview

1 Month
+1.00%
3 Months
-0.59%
6 Months
+0.96%
YTD
+4.18%
1 Year
+8.02%
3 Years (annualized)
+6.07%
5 Years (annualized)
+1.81%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIRRX 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)
+4.18%
Peer Avg (YTD)
+2.15%
vs Peers
+2.02%

SIRRX Mutual Fund Performance

SIRRX performance across multiple time periods: 1-month 1.00%, YTD 4.18%, 1-year 8.02%, 3-year 6.07%, 5-year 1.81%, 10-year 2.64%.

SIRRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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