STRLX Mutual Fund

STRLX Mutual Fund

NAV$61.18
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Returns Overview

1 Month
-4.58%
3 Months
+1.22%
6 Months
+12.87%
YTD
+18.06%
1 Year
+19.04%
3 Years (annualized)
+11.74%
5 Years (annualized)
+7.46%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRLX 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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.06%
Peer Avg (YTD)
+9.54%
vs Peers
+8.52%

STRLX Mutual Fund Performance

STRLX performance across multiple time periods: 1-month -4.58%, YTD 18.06%, 1-year 19.04%, 3-year 11.74%, 5-year 7.46%, 10-year 9.45%.

STRLX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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