STLEX Mutual Fund

NAV$20.83

Returns Overview

1 Month
-0.34%
3 Months
+9.77%
6 Months
+9.47%
YTD
+8.66%
1 Year
+18.19%
3 Years (annualized)
+19.32%
5 Years (annualized)
+10.45%
10 Years (annualized)
+11.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STLEX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+7.64%
vs Peers
+1.02%

STLEX Mutual Fund Performance

STLEX performance across multiple time periods: 1-month -0.34%, YTD 8.66%, 1-year 18.19%, 3-year 19.32%, 5-year 10.45%, 10-year 11.91%.

STLEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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