STRAX Mutual Fund

STRAX Mutual Fund

NAV$44.96
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Returns Overview

1 Month
-3.70%
3 Months
+2.82%
6 Months
+16.47%
YTD
+19.99%
1 Year
+28.29%
3 Years (annualized)
+26.24%
5 Years (annualized)
+16.10%
10 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRAX 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
Bloomberg US 1000 Value Index
This Mutual Fund (YTD)
+19.99%
Peer Avg (YTD)
+10.00%
vs Peers
+9.99%

STRAX Mutual Fund Performance

STRAX performance across multiple time periods: 1-month -3.70%, YTD 19.99%, 1-year 28.29%, 3-year 26.24%, 5-year 16.10%, 10-year 13.18%.

STRAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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