STITX Mutual Fund

STITX Mutual Fund

NAV$7.70
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Returns Overview

1 Month
+3.25%
3 Months
+1.46%
6 Months
+5.44%
YTD
-0.09%
1 Year
+0.09%
3 Years (annualized)
+5.42%
5 Years (annualized)
-1.03%
10 Years (annualized)
+7.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STITX 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)
-0.09%
Peer Avg (YTD)
+5.23%
vs Peers
-5.32%

STITX Mutual Fund Performance

STITX performance across multiple time periods: 1-month 3.25%, YTD -0.09%, 1-year 0.09%, 3-year 5.42%, 5-year -1.03%, 10-year 7.02%.

STITX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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