STSRX Mutual Fund

NAV$17.88

Returns Overview

1 Month
+3.35%
3 Months
+21.09%
6 Months
+18.34%
YTD
+16.44%
1 Year
+28.57%
3 Years (annualized)
+17.45%
5 Years (annualized)
+6.17%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.44%
Peer Avg (YTD)
+9.51%
vs Peers
+6.93%

STSRX Mutual Fund Performance

STSRX performance across multiple time periods: 1-month 3.35%, YTD 16.44%, 1-year 28.57%, 3-year 17.45%, 5-year 6.17%.

STSRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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