STITX Mutual Fund

STITX Mutual Fund

NAV$7.50
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Returns Overview

1 Month
-5.63%
3 Months
+0.68%
6 Months
+7.78%
YTD
-3.24%
1 Year
-2.30%
3 Years (annualized)
+3.35%
5 Years (annualized)
-0.76%
10 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STITX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-3.24%
Peer Avg (YTD)
+8.68%
vs Peers
-11.92%

STITX Mutual Fund Performance

STITX performance across multiple time periods: 1-month -5.63%, YTD -3.24%, 1-year -2.30%, 3-year 3.35%, 5-year -0.76%, 10-year 6.97%.

STITX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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