STRNX Mutual Fund

NAV$62.08

Returns Overview

1 Month
-2.17%
3 Months
+5.13%
6 Months
+13.24%
YTD
+18.70%
1 Year
+26.18%
3 Years (annualized)
+18.25%
5 Years (annualized)
+14.85%
10 Years (annualized)
+14.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRNX 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)
+18.70%
Peer Avg (YTD)
+10.82%
vs Peers
+7.88%

STRNX Mutual Fund Performance

STRNX performance across multiple time periods: 1-month -2.17%, YTD 18.70%, 1-year 26.18%, 3-year 18.25%, 5-year 14.85%, 10-year 14.52%.

STRNX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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