SITEX Mutual Fund

SITEX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
-0.57%
3 Months
+1.21%
6 Months
+2.69%
YTD
+3.51%
1 Year
+12.56%
3 Years (annualized)
+10.18%
5 Years (annualized)
+3.67%
10 Years (annualized)
+3.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SITEX 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
J.P. Morgan EMBI Global Diversified Index Return(JPM)
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+2.32%
vs Peers
+1.19%

SITEX Mutual Fund Performance

SITEX performance across multiple time periods: 1-month -0.57%, YTD 3.51%, 1-year 12.56%, 3-year 10.18%, 5-year 3.67%, 10-year 3.35%.

SITEX returns outperform the peer average of 2.32% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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