STEZX Mutual Fund

STEZX Mutual Fund

NAV$18.97
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Returns Overview

1 Month
-0.77%
3 Months
-0.87%
6 Months
+12.76%
YTD
+17.36%
1 Year
+27.81%
3 Years (annualized)
+27.14%
5 Years (annualized)
+12.47%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STEZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+17.36%
Peer Avg (YTD)
+9.29%
vs Peers
+8.07%

STEZX Mutual Fund Performance

STEZX performance across multiple time periods: 1-month -0.77%, YTD 17.36%, 1-year 27.81%, 3-year 27.14%, 5-year 12.47%, 10-year 10.68%.

STEZX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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