STEJX Mutual Fund

STEJX Mutual Fund

NAV$33.38
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Returns Overview

1 Month
-2.22%
3 Months
+2.50%
6 Months
+5.21%
YTD
+8.53%
1 Year
+18.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STEJX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.53%
Peer Avg (YTD)
+6.23%
vs Peers
+2.30%

STEJX Mutual Fund Performance

STEJX performance across multiple time periods: 1-month -2.22%, YTD 8.53%, 1-year 18.34%.

STEJX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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