SIRZX Mutual Fund

SIRZX Mutual Fund

NAV$23.71
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Returns Overview

1 Month
-1.80%
3 Months
+1.06%
6 Months
+1.47%
YTD
+2.92%
1 Year
+8.54%
3 Years (annualized)
+4.94%
5 Years (annualized)
+1.39%
10 Years (annualized)
+2.26%

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)
+2.92%
Peer Avg (YTD)
+0.12%
vs Peers
+2.80%

SIRZX Mutual Fund Performance

SIRZX performance across multiple time periods: 1-month -1.80%, YTD 2.92%, 1-year 8.54%, 3-year 4.94%, 5-year 1.39%, 10-year 2.26%.

SIRZX 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.

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