STAYX Mutual Fund

STAYX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
+0.98%
3 Months
+2.91%
6 Months
+3.28%
YTD
+3.16%
1 Year
+5.81%
3 Years (annualized)
+5.17%
5 Years (annualized)
+1.14%
10 Years (annualized)
+3.32%

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
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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
Bloomberg US Municipal Bond Index
This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+3.23%
vs Peers
-0.06%

STAYX Mutual Fund Performance

STAYX performance across multiple time periods: 1-month 0.98%, YTD 3.16%, 1-year 5.81%, 3-year 5.17%, 5-year 1.14%, 10-year 3.32%.

STAYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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