STARX Mutual Fund

NAV$13.70

Returns Overview

1 Month
+1.46%
3 Months
+2.26%
6 Months
+6.57%
YTD
+1.25%
1 Year
+5.66%
3 Years (annualized)
+8.10%
5 Years (annualized)
+7.19%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STARX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+0.79%
vs Peers
+0.46%

STARX Mutual Fund Performance

STARX performance across multiple time periods: 1-month 1.46%, YTD 1.25%, 1-year 5.66%, 3-year 8.10%, 5-year 7.19%, 10-year 8.30%.

STARX returns outperform the peer average of 0.79% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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