STRGX Mutual Fund

STRGX Mutual Fund

NAV$62.97
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Returns Overview

1 Month
-4.52%
3 Months
-10.68%
6 Months
+4.83%
YTD
+9.24%
1 Year
+7.14%
3 Years (annualized)
+12.02%
5 Years (annualized)
+7.03%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRGX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.24%
Peer Avg (YTD)
+6.73%
vs Peers
+2.51%

STRGX Mutual Fund Performance

STRGX performance across multiple time periods: 1-month -4.52%, YTD 9.24%, 1-year 7.14%, 3-year 12.02%, 5-year 7.03%, 10-year 9.42%.

STRGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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