STITX Mutual Fund

NAV$7.27

Returns Overview

1 Month
-0.77%
3 Months
+7.05%
6 Months
-3.77%
YTD
-3.89%
1 Year
-5.09%
3 Years (annualized)
+7.46%
5 Years (annualized)
+5.29%
10 Years (annualized)
+12.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STITX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-3.89%
Peer Avg (YTD)
+8.97%
vs Peers
-12.86%

STITX Mutual Fund Performance

STITX performance across multiple time periods: 1-month -0.77%, YTD -3.89%, 1-year -5.09%, 3-year 7.46%, 5-year 5.29%, 10-year 12.22%.

STITX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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