STESX Mutual Fund

STESX Mutual Fund

NAV$19.08
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Returns Overview

1 Month
-2.63%
3 Months
+0.91%
6 Months
+8.39%
YTD
+17.22%
1 Year
+35.02%
3 Years (annualized)
+23.97%
5 Years (annualized)
+12.10%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STESX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+17.22%
Peer Avg (YTD)
+9.42%
vs Peers
+7.80%

STESX Mutual Fund Performance

STESX performance across multiple time periods: 1-month -2.63%, YTD 17.22%, 1-year 35.02%, 3-year 23.97%, 5-year 12.10%, 10-year 10.16%.

STESX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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