STRSX Mutual Fund

STRSX Mutual Fund

NAV$30.35
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Returns Overview

1 Month
+4.15%
3 Months
+2.36%
6 Months
+18.47%
YTD
+12.33%
1 Year
+20.72%
3 Years (annualized)
+17.85%
5 Years (annualized)
+9.44%
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)
+12.33%
Peer Avg (YTD)
+11.21%
vs Peers
+1.11%

STRSX Mutual Fund Performance

STRSX performance across multiple time periods: 1-month 4.15%, YTD 12.33%, 1-year 20.72%, 3-year 17.85%, 5-year 9.44%, 10-year 12.29%.

STRSX returns outperform the peer average of 11.21% 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.