STAFX Mutual Fund

STAFX Mutual Fund

NAV$38.93
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Returns Overview

1 Month
-5.50%
3 Months
-1.43%
6 Months
-1.97%
YTD
+0.56%
1 Year
-3.86%
3 Years (annualized)
+20.23%
5 Years (annualized)
+7.69%
10 Years (annualized)
+14.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STAFX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.56%
Peer Avg (YTD)
+5.23%
vs Peers
-4.67%

STAFX Mutual Fund Performance

STAFX performance across multiple time periods: 1-month -5.50%, YTD 0.56%, 1-year -3.86%, 3-year 20.23%, 5-year 7.69%, 10-year 14.69%.

STAFX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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