STEZX Mutual Fund

NAV$19.20

Returns Overview

1 Month
-0.26%
3 Months
+13.75%
6 Months
+20.45%
YTD
+18.39%
1 Year
+38.73%
3 Years (annualized)
+26.37%
5 Years (annualized)
+13.09%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STEZX 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)
+18.39%
Peer Avg (YTD)
+9.13%
vs Peers
+9.26%

STEZX Mutual Fund Performance

STEZX performance across multiple time periods: 1-month -0.26%, YTD 18.39%, 1-year 38.73%, 3-year 26.37%, 5-year 13.09%, 10-year 11.19%.

STEZX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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