STRLX Mutual Fund

STRLX Mutual Fund

NAV$62.26
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Returns Overview

1 Month
-4.56%
3 Months
-10.75%
6 Months
+4.69%
YTD
+9.04%
1 Year
+6.88%
3 Years (annualized)
+11.74%
5 Years (annualized)
+6.76%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRLX 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)
+9.04%
Peer Avg (YTD)
+6.72%
vs Peers
+2.32%

STRLX Mutual Fund Performance

STRLX performance across multiple time periods: 1-month -4.56%, YTD 9.04%, 1-year 6.88%, 3-year 11.74%, 5-year 6.76%, 10-year 9.15%.

STRLX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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