STEYX Mutual Fund

STEYX Mutual Fund

NAV$17.96
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Returns Overview

1 Month
-3.95%
3 Months
-2.22%
6 Months
-1.34%
YTD
+12.69%
1 Year
+19.25%
3 Years (annualized)
+27.97%
5 Years (annualized)
+11.33%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STEYX 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)
+12.69%
Peer Avg (YTD)
+8.05%
vs Peers
+4.64%

STEYX Mutual Fund Performance

STEYX performance across multiple time periods: 1-month -3.95%, YTD 12.69%, 1-year 19.25%, 3-year 27.97%, 5-year 11.33%, 10-year 10.02%.

STEYX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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