STRAX Mutual Fund

NAV$44.59

Returns Overview

1 Month
+3.00%
3 Months
+13.28%
6 Months
+18.23%
YTD
+16.70%
1 Year
+31.65%
3 Years (annualized)
+24.15%
5 Years (annualized)
+15.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US 1000 Value Index
This Mutual Fund (YTD)
+16.70%
Peer Avg (YTD)
+9.49%
vs Peers
+7.21%

STRAX Mutual Fund Performance

STRAX performance across multiple time periods: 1-month 3.00%, YTD 16.70%, 1-year 31.65%, 3-year 24.15%, 5-year 15.22%.

STRAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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