STRKX Mutual Fund

NAV$9.60

Returns Overview

1 Month
+0.13%
3 Months
+1.47%
6 Months
+1.34%
YTD
+1.44%
1 Year
+5.50%
3 Years (annualized)
+6.89%
5 Years (annualized)
+7.51%
10 Years (annualized)
+6.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRKX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+3.23%
vs Peers
-1.78%

STRKX Mutual Fund Performance

STRKX performance across multiple time periods: 1-month 0.13%, YTD 1.44%, 1-year 5.50%, 3-year 6.89%, 5-year 7.51%, 10-year 6.41%.

STRKX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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