SITEX Mutual Fund

NAV$9.61

Returns Overview

1 Month
+0.83%
3 Months
+7.02%
6 Months
+5.89%
YTD
+5.89%
1 Year
+15.56%
3 Years (annualized)
+11.43%
5 Years (annualized)
+3.54%
10 Years (annualized)
+3.53%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
J.P. Morgan EMBI Global Diversified Index Return(JPM)
This Mutual Fund (YTD)
+5.89%
Peer Avg (YTD)
+3.07%
vs Peers
+2.82%

SITEX Mutual Fund Performance

SITEX performance across multiple time periods: 1-month 0.83%, YTD 5.89%, 1-year 15.56%, 3-year 11.43%, 5-year 3.54%, 10-year 3.53%.

SITEX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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