STEYX Mutual Fund

STEYX Mutual Fund

NAV$18.94
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Returns Overview

1 Month
+2.59%
3 Months
-0.36%
6 Months
+3.75%
YTD
+20.30%
1 Year
+35.19%
3 Years (annualized)
+27.12%
5 Years (annualized)
+12.48%
10 Years (annualized)
+10.69%

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
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📉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)
+20.30%
Peer Avg (YTD)
+10.17%
vs Peers
+10.13%

STEYX Mutual Fund Performance

STEYX performance across multiple time periods: 1-month 2.59%, YTD 20.30%, 1-year 35.19%, 3-year 27.12%, 5-year 12.48%, 10-year 10.69%.

STEYX returns outperform the peer average of 10.17% 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.