STRMX Mutual Fund

STRMX Mutual Fund

NAV$10.25
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Returns Overview

1 Month
-2.36%
3 Months
-5.85%
6 Months
+6.11%
YTD
-2.23%
1 Year
+12.25%
3 Years (annualized)
+5.78%
5 Years (annualized)
+13.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRMX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
-2.23%
Peer Avg (YTD)
-5.51%
vs Peers
+3.27%

STRMX Mutual Fund Performance

STRMX performance across multiple time periods: 1-month -2.36%, YTD -2.23%, 1-year 12.25%, 3-year 5.78%, 5-year 13.78%.

STRMX returns outperform the peer average of -5.51% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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