STSEX Mutual Fund

STSEX Mutual Fund

NAV$3060.51
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Returns Overview

1 Month
+7.00%
3 Months
+6.97%
6 Months
+15.04%
YTD
+13.11%
1 Year
+14.68%
3 Years (annualized)
+19.44%
5 Years (annualized)
+12.55%
10 Years (annualized)
+14.68%

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)
+13.11%
Peer Avg (YTD)
+9.28%
vs Peers
+3.84%

STSEX Mutual Fund Performance

STSEX performance across multiple time periods: 1-month 7.00%, YTD 13.11%, 1-year 14.68%, 3-year 19.44%, 5-year 12.55%, 10-year 14.68%.

STSEX returns outperform the peer average of 9.28% 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.