STEJX Mutual Fund

STEJX Mutual Fund

NAV$32.53
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Returns Overview

1 Month
+1.72%
3 Months
+0.03%
6 Months
+3.97%
YTD
+10.40%
1 Year
+17.04%

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)
+10.40%
Peer Avg (YTD)
+8.51%
vs Peers
+1.89%

STEJX Mutual Fund Performance

STEJX performance across multiple time periods: 1-month 1.72%, YTD 10.40%, 1-year 17.04%.

STEJX returns outperform the peer average of 8.51% 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.