STRIX Mutual Fund

STRIX Mutual Fund

NAV$8.61
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Returns Overview

1 Month
-2.91%
3 Months
-3.73%
6 Months
-2.24%
YTD
-1.99%
1 Year
-1.29%
3 Years (annualized)
+3.64%
5 Years (annualized)
+1.39%
10 Years (annualized)
+2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRIX 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
PROUpgrade to run
🏦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 Short-Intermediate Municipal Bond Index(BBGSIMBI)
This Mutual Fund (YTD)
-1.99%
Peer Avg (YTD)
-3.82%
vs Peers
+1.83%

STRIX Mutual Fund Performance

STRIX performance across multiple time periods: 1-month -2.91%, YTD -1.99%, 1-year -1.29%, 3-year 3.64%, 5-year 1.39%, 10-year 2.08%.

STRIX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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