STRLX Mutual Fund

NAV$66.19

Returns Overview

1 Month
-2.10%
3 Months
+5.35%
6 Months
+13.69%
YTD
+19.20%
1 Year
+27.13%
3 Years (annualized)
+15.00%
5 Years (annualized)
+8.59%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRLX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+19.20%
Peer Avg (YTD)
+10.82%
vs Peers
+8.38%

STRLX Mutual Fund Performance

STRLX performance across multiple time periods: 1-month -2.10%, YTD 19.20%, 1-year 27.13%, 3-year 15.00%, 5-year 8.59%, 10-year 10.45%.

STRLX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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