STREX Mutual Fund

STREX Mutual Fund

NAV$19.40
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Returns Overview

1 Month
+5.21%
3 Months
+1.67%
6 Months
+6.16%
YTD
+10.85%
1 Year
+14.36%
3 Years (annualized)
+11.23%
5 Years (annualized)
+5.97%
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)
+10.85%
Peer Avg (YTD)
+12.44%
vs Peers
-1.59%

STREX Mutual Fund Performance

STREX performance across multiple time periods: 1-month 5.21%, YTD 10.85%, 1-year 14.36%, 3-year 11.23%, 5-year 5.97%, 10-year 10.88%.

STREX returns trail the peer average of 12.44% 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.