STRBX Mutual Fund

STRBX Mutual Fund

NAV$23.84
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Returns Overview

1 Month
-3.95%
3 Months
-2.24%
6 Months
+13.63%
YTD
+18.22%
1 Year
+21.15%
3 Years (annualized)
+15.76%
5 Years (annualized)
+9.64%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRBX 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 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+18.22%
Peer Avg (YTD)
+10.34%
vs Peers
+7.88%

STRBX Mutual Fund Performance

STRBX performance across multiple time periods: 1-month -3.95%, YTD 18.22%, 1-year 21.15%, 3-year 15.76%, 5-year 9.64%, 10-year 10.75%.

STRBX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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