STSEX Mutual Fund

NAV$2560.47

Returns Overview

1 Month
-1.96%
3 Months
-0.37%
6 Months
+2.80%
YTD
-1.73%
1 Year
+13.93%
3 Years
+17.39%
5 Years
+15.22%
10 Years
+14.19%

Risk Metrics (5-Year)

No risk data available for this ETF

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)
-1.73%
Peer Avg (YTD)
+1.87%
vs Peers
-3.60%

STSEX Mutual Fund Performance

STSEX performance across multiple time periods: 1-month -1.96%, YTD -1.73%, 1-year 13.93%, 3-year 17.39%, 5-year 15.22%, 10-year 14.19%.

STSEX returns trail the peer average of 1.87% 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.