STBAX Mutual Fund

STBAX Mutual Fund

NAV$7.97
See how much of STBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.32%
3 Months
+0.47%
6 Months
+0.44%
YTD
+1.26%
1 Year
+2.88%
3 Years (annualized)
+5.09%
5 Years (annualized)
+2.40%
10 Years (annualized)
+2.30%

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
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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
+2.15%
vs Peers
-0.89%

STBAX Mutual Fund Performance

STBAX performance across multiple time periods: 1-month 0.32%, YTD 1.26%, 1-year 2.88%, 3-year 5.09%, 5-year 2.40%, 10-year 2.30%.

STBAX returns trail the peer average of 2.15% 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.