STSRX Mutual Fund

STSRX Mutual Fund

NAV$18.00
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Returns Overview

1 Month
-5.88%
3 Months
+1.60%
6 Months
+7.33%
YTD
+11.38%
1 Year
+18.85%
3 Years (annualized)
+14.21%
5 Years (annualized)
+4.62%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STSRX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.38%
Peer Avg (YTD)
+9.41%
vs Peers
+1.97%

STSRX Mutual Fund Performance

STSRX performance across multiple time periods: 1-month -5.88%, YTD 11.38%, 1-year 18.85%, 3-year 14.21%, 5-year 4.62%, 10-year 11.70%.

STSRX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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