STSEX Mutual Fund

STSEX Mutual Fund

NAV$2858.22
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Returns Overview

1 Month
+7.53%
3 Months
+7.55%
6 Months
+7.60%
YTD
+5.74%
1 Year
+10.61%
3 Years (annualized)
+15.46%
5 Years (annualized)
+12.55%
10 Years (annualized)
+13.75%

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
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📉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)
+5.74%
Peer Avg (YTD)
+9.41%
vs Peers
-3.67%

STSEX Mutual Fund Performance

STSEX performance across multiple time periods: 1-month 7.53%, YTD 5.74%, 1-year 10.61%, 3-year 15.46%, 5-year 12.55%, 10-year 13.75%.

STSEX returns trail the peer average of 9.41% 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.