STRSX Mutual Fund

STRSX Mutual Fund

NAV$29.19
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Returns Overview

1 Month
-0.42%
3 Months
+4.52%
6 Months
+8.51%
YTD
+7.85%
1 Year
+17.11%
3 Years (annualized)
+15.55%
5 Years (annualized)
+8.98%
10 Years (annualized)
+12.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRSX 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)
+7.85%
Peer Avg (YTD)
+9.41%
vs Peers
-1.56%

STRSX Mutual Fund Performance

STRSX performance across multiple time periods: 1-month -0.42%, YTD 7.85%, 1-year 17.11%, 3-year 15.55%, 5-year 8.98%, 10-year 12.29%.

STRSX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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