SIRZX Mutual Fund

SIRZX Mutual Fund

NAV$23.18
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Returns Overview

1 Month
+0.98%
3 Months
-0.68%
6 Months
+0.78%
YTD
+3.93%
1 Year
+7.60%
3 Years (annualized)
+5.65%
5 Years (annualized)
+1.55%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIRZX 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
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📉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)
+3.93%
Peer Avg (YTD)
+2.15%
vs Peers
+1.77%

SIRZX Mutual Fund Performance

SIRZX performance across multiple time periods: 1-month 0.98%, YTD 3.93%, 1-year 7.60%, 3-year 5.65%, 5-year 1.55%, 10-year 2.30%.

SIRZX 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.

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