STRBX Mutual Fund

STRBX Mutual Fund

NAV$24.20
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Returns Overview

1 Month
+5.32%
3 Months
+0.87%
6 Months
+9.64%
YTD
+24.51%
1 Year
+30.03%
3 Years (annualized)
+22.15%
5 Years (annualized)
+10.54%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRBX 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
Bloomberg US 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+24.51%
Peer Avg (YTD)
+14.00%
vs Peers
+10.51%

STRBX Mutual Fund Performance

STRBX performance across multiple time periods: 1-month 5.32%, YTD 24.51%, 1-year 30.03%, 3-year 22.15%, 5-year 10.54%, 10-year 10.86%.

STRBX returns outperform the peer average of 14.00% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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