STREX Mutual Fund

NAV$18.72

Returns Overview

1 Month
+3.20%
3 Months
+6.01%
6 Months
+5.52%
YTD
+5.28%
1 Year
+5.32%
3 Years (annualized)
+7.51%
5 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STREX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+9.49%
vs Peers
-4.21%

STREX Mutual Fund Performance

STREX performance across multiple time periods: 1-month 3.20%, YTD 5.28%, 1-year 5.32%, 3-year 7.51%, 5-year 6.27%.

STREX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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