STABX Mutual Fund

STABX Mutual Fund

NAV$8.63
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Returns Overview

1 Month
+0.04%
3 Months
+0.34%
6 Months
+0.56%
YTD
+0.97%
1 Year
+2.46%
3 Years (annualized)
+5.07%
5 Years (annualized)
+2.83%
10 Years (annualized)
+2.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STABX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/Credit Index(^BB3YUSGCI)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+0.12%
vs Peers
+0.85%

STABX Mutual Fund Performance

STABX performance across multiple time periods: 1-month 0.04%, YTD 0.97%, 1-year 2.46%, 3-year 5.07%, 5-year 2.83%, 10-year 2.46%.

STABX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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