STTIX Mutual Fund

STTIX Mutual Fund

NAV$8.64
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Returns Overview

1 Month
+0.37%
3 Months
-1.05%
6 Months
-2.54%
YTD
-0.85%
1 Year
+0.88%
3 Years (annualized)
+3.61%
5 Years (annualized)
-0.65%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STTIX 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
HFRX Absolute Return Index(^HFRXAR)
This Mutual Fund (YTD)
-0.85%
Peer Avg (YTD)
+4.75%
vs Peers
-5.60%

STTIX Mutual Fund Performance

STTIX performance across multiple time periods: 1-month 0.37%, YTD -0.85%, 1-year 0.88%, 3-year 3.61%, 5-year -0.65%, 10-year 1.22%.

STTIX returns trail the peer average of 4.75% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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