STREX Mutual Fund

STREX Mutual Fund

NAV$19.22
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Returns Overview

1 Month
+3.56%
3 Months
+4.41%
6 Months
+5.46%
YTD
+9.02%
1 Year
+9.87%
3 Years (annualized)
+7.29%
5 Years (annualized)
+6.67%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STREX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+9.02%
Peer Avg (YTD)
+11.41%
vs Peers
-2.39%

STREX Mutual Fund Performance

STREX performance across multiple time periods: 1-month 3.56%, YTD 9.02%, 1-year 9.87%, 3-year 7.29%, 5-year 6.67%, 10-year 10.88%.

STREX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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