SRTY ETF

SRTY ETF
$26.92
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Returns Overview

1 Month
-2.77%
3 Months
-5.08%
6 Months
-33.40%
YTD
-44.91%
1 Year
-53.82%
3 Years (annualized)
-44.51%
5 Years (annualized)
-31.26%
10 Years (annualized)
-42.70%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SRTY 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This ETF (YTD)
-44.91%
Peer Avg (YTD)
+6.77%
vs Peers
-51.68%

SRTY ETF Performance

SRTY performance across multiple time periods: 1-month -2.77%, YTD -44.91%, 1-year -53.82%, 3-year -44.51%, 5-year -31.26%, 10-year -42.70%.

SRTY returns trail the peer average of 6.77% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

SRTY vs another fund shows side-by-side returns. SRTY alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.77%N/A
3 Months-5.08%N/A
6 Months-33.40%N/A
1 Year-53.82%N/A
3 Years-44.51%N/A
5 Years-31.26%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized