STEYX Mutual Fund

NAV$19.26

Returns Overview

1 Month
-0.26%
3 Months
+13.78%
6 Months
+20.42%
YTD
+18.36%
1 Year
+38.67%
3 Years (annualized)
+26.40%
5 Years (annualized)
+13.11%
10 Years (annualized)
+11.20%

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
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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+18.36%
Peer Avg (YTD)
+9.13%
vs Peers
+9.23%

STEYX Mutual Fund Performance

STEYX performance across multiple time periods: 1-month -0.26%, YTD 18.36%, 1-year 38.67%, 3-year 26.40%, 5-year 13.11%, 10-year 11.20%.

STEYX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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