SITEX Mutual Fund

SITEX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
-2.80%
3 Months
-2.13%
6 Months
+2.97%
YTD
+1.88%
1 Year
+6.29%
3 Years (annualized)
+10.92%
5 Years (annualized)
+3.33%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SITEX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
J.P. Morgan EMBI Global Diversified Index Return(JPM)
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+0.32%
vs Peers
+1.56%

SITEX Mutual Fund Performance

SITEX performance across multiple time periods: 1-month -2.80%, YTD 1.88%, 1-year 6.29%, 3-year 10.92%, 5-year 3.33%, 10-year 3.27%.

SITEX returns outperform the peer average of 0.32% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

SITEX vs another fund shows side-by-side returns. SITEX alternatives are available in the Mutual Fund Screener.