STENX Mutual Fund

NAV$33.22

Returns Overview

1 Month
+0.54%
3 Months
+11.55%
6 Months
+11.51%
YTD
+10.77%
1 Year
+21.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STENX 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 Index(SPX)
This Mutual Fund (YTD)
+10.77%
Peer Avg (YTD)
+8.97%
vs Peers
+1.80%

STENX Mutual Fund Performance

STENX performance across multiple time periods: 1-month 0.54%, YTD 10.77%, 1-year 21.03%.

STENX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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