STSEX Mutual Fund

NAV$2732.92

Returns Overview

1 Month
+3.53%
3 Months
+4.59%
6 Months
+0.02%
YTD
+1.59%
1 Year
+4.79%
3 Years (annualized)
+13.09%
5 Years (annualized)
+11.46%
10 Years (annualized)
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STSEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.59%
Peer Avg (YTD)
+9.51%
vs Peers
-7.92%

STSEX Mutual Fund Performance

STSEX performance across multiple time periods: 1-month 3.53%, YTD 1.59%, 1-year 4.79%, 3-year 13.09%, 5-year 11.46%, 10-year 13.27%.

STSEX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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