STSEX Mutual Fund

STSEX Mutual Fund

NAV$2859.82
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Returns Overview

1 Month
+2.68%
3 Months
+8.82%
6 Months
+9.48%
YTD
+8.58%
1 Year
+11.25%
3 Years (annualized)
+17.13%
5 Years (annualized)
+12.51%
10 Years (annualized)
+14.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STSEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+11.21%
vs Peers
-2.63%

STSEX Mutual Fund Performance

STSEX performance across multiple time periods: 1-month 2.68%, YTD 8.58%, 1-year 11.25%, 3-year 17.13%, 5-year 12.51%, 10-year 14.00%.

STSEX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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