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Stralem Equity Fund (STEFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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4.9100-0.0200 (-0.41%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.98%
5-Year Average Return8.43%
Number of Years Up15
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)28.84%
Worst 1 Yr Total Return (Feb 3, 2019)-28.77%
Best 3-Yr Total Return28.84%
Worst 3-Yr Total Return-4.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSTEFXCategory
YTD-5.02%5.31%
1-Month-0.28%-4.19%
3-Month18.65%3.90%
1-Year0.54%20.31%
3-Year5.70%6.48%
5-Year7.22%11.78%
10-Year10.34%10.96%
Last Bull Market20.23%25.56%
Last Bear Market-11.35%-15.11%

Annual Total Return (%) History

Year
STEFXCategory
2020
N/A15.83%
2019
22.99%28.78%
2018
-4.79%-6.27%
2017
16.67%20.44%
2016
8.52%10.37%
2015
1.23%-1.07%
2014
7.05%10.96%
2013
28.84%31.50%
2012
8.04%14.96%
2011
8.02%-1.27%
2010
9.45%14.01%
2009
18.77%28.17%
2008
-28.77%-37.79%
2007
11.38%6.16%
2006
8.80%14.17%
2005
11.55%5.88%
2004
15.04%10.02%
2003
18.94%27.05%
2002
-21.43%-22.25%
2001
-4.17%-13.50%
2000
N/A-6.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-19.95%18.65%N/AN/A
201913.74%2.15%-0.59%6.48%
2018-2.78%2.66%6.57%-10.48%
20177.07%2.64%2.67%3.41%
20162.62%3.82%1.13%0.72%
2015-0.20%0.79%-6.29%7.38%
20141.33%3.77%-0.87%2.69%
201310.30%1.45%5.12%9.54%
20128.44%-3.66%4.77%-1.30%
20115.25%2.21%-10.23%11.85%
20103.13%-8.92%10.19%5.75%
2009-12.74%11.40%14.79%6.44%
2008-6.66%-0.31%-6.03%-18.54%
20071.19%5.51%2.47%1.80%
20061.56%-3.11%4.63%5.66%
20050.64%2.91%6.38%1.25%
20042.16%1.25%2.85%8.14%
2003-3.10%11.92%0.77%8.83%
20021.10%-8.20%-16.43%1.29%
2001-10.32%6.02%-8.92%10.67%
2000-1.19%1.26%0.74%N/A

Rank In Category (By Total Return)

YTD56
1-Month93
3-Month70
1-Year75
3-Year82
5-Year74

Load Adjusted Returns

1-Year0.54%
3-Year5.70%
5-Year7.22%
10-Year10.34%