STBAX Mutual Fund

STBAX Mutual Fund

NAV$7.95
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Returns Overview

1 Month
+0.58%
3 Months
+0.34%
6 Months
+0.81%
YTD
+1.28%
1 Year
+2.15%
3 Years (annualized)
+5.07%
5 Years (annualized)
+2.50%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STBAX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+2.28%
vs Peers
-1.00%

STBAX Mutual Fund Performance

STBAX performance across multiple time periods: 1-month 0.58%, YTD 1.28%, 1-year 2.15%, 3-year 5.07%, 5-year 2.50%, 10-year 2.25%.

STBAX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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