SITEX Mutual Fund

SITEX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
+1.26%
3 Months
+1.53%
6 Months
+0.78%
YTD
+4.82%
1 Year
+11.50%
3 Years (annualized)
+10.92%
5 Years (annualized)
+3.33%
10 Years (annualized)
+3.27%

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)
+4.82%
Peer Avg (YTD)
+2.96%
vs Peers
+1.86%

SITEX Mutual Fund Performance

SITEX performance across multiple time periods: 1-month 1.26%, YTD 4.82%, 1-year 11.50%, 3-year 10.92%, 5-year 3.33%, 10-year 3.27%.

SITEX returns outperform the peer average of 2.96% 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.