STEJX Mutual Fund

NAV$33.42
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Returns Overview

1 Month
+0.57%
3 Months
+11.63%
6 Months
+11.70%
YTD
+11.00%
1 Year
+21.52%

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
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📉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

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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 Index(SPX)
This Mutual Fund (YTD)
+11.00%
Peer Avg (YTD)
+8.97%
vs Peers
+2.03%

STEJX Mutual Fund Performance

STEJX performance across multiple time periods: 1-month 0.57%, YTD 11.00%, 1-year 21.52%.

STEJX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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