STAYX Mutual Fund

STAYX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
-1.67%
3 Months
-0.06%
6 Months
+0.85%
YTD
+1.48%
1 Year
+4.72%
3 Years (annualized)
+4.41%
5 Years (annualized)
+0.73%
10 Years (annualized)
+3.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STAYX 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 US Municipal Bond Index
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+0.12%
vs Peers
+1.36%

STAYX Mutual Fund Performance

STAYX performance across multiple time periods: 1-month -1.67%, YTD 1.48%, 1-year 4.72%, 3-year 4.41%, 5-year 0.73%, 10-year 3.02%.

STAYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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