STTIX Mutual Fund

NAV$8.98

Returns Overview

1 Month
+0.21%
3 Months
+0.79%
6 Months
+0.31%
YTD
+0.42%
1 Year
+2.92%
3 Years (annualized)
+3.58%
5 Years (annualized)
+0.16%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STTIX 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
HFRX Absolute Return Index(^HFRXAR)
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+3.47%
vs Peers
-3.06%

STTIX Mutual Fund Performance

STTIX performance across multiple time periods: 1-month 0.21%, YTD 0.42%, 1-year 2.92%, 3-year 3.58%, 5-year 0.16%, 10-year 1.49%.

STTIX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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