STRAX Mutual Fund

STRAX Mutual Fund

NAV$44.52
See how much of STRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.26%
3 Months
+9.98%
6 Months
+16.21%
YTD
+26.23%
1 Year
+37.05%
3 Years (annualized)
+26.24%
5 Years (annualized)
+16.10%
10 Years (annualized)
+13.18%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1000 Value Index
This Mutual Fund (YTD)
+26.23%
Peer Avg (YTD)
+12.44%
vs Peers
+13.79%

STRAX Mutual Fund Performance

STRAX performance across multiple time periods: 1-month 3.26%, YTD 26.23%, 1-year 37.05%, 3-year 26.24%, 5-year 16.10%, 10-year 13.18%.

STRAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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