SIRZX Mutual Fund

SIRZX Mutual Fund

NAV$23.81
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Returns Overview

1 Month
+0.16%
3 Months
+6.33%
6 Months
+5.12%
YTD
+4.80%
1 Year
+10.48%
3 Years (annualized)
+5.94%
5 Years (annualized)
+1.71%
10 Years (annualized)
+2.55%

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)
+4.80%
Peer Avg (YTD)
+3.23%
vs Peers
+1.58%

SIRZX Mutual Fund Performance

SIRZX performance across multiple time periods: 1-month 0.16%, YTD 4.80%, 1-year 10.48%, 3-year 5.94%, 5-year 1.71%, 10-year 2.55%.

SIRZX returns outperform the peer average of 3.23% YTD. With an expense ratio of 2.32%, investors should weigh costs against performance when evaluating this mutual fund.

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