STBFX Mutual Fund

NAV$5.00

Returns Overview

1 Month
+0.20%
3 Months
+0.72%
6 Months
+1.76%
YTD
+0.45%
1 Year
+4.24%
3 Years (annualized)
+4.38%
5 Years (annualized)
+1.70%
10 Years (annualized)
+1.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STBFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE USBIG Government/Corporate 1-3 Year Bond Index(^FUGC3YB)
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+1.66%
vs Peers
-1.21%

STBFX Mutual Fund Performance

STBFX performance across multiple time periods: 1-month 0.20%, YTD 0.45%, 1-year 4.24%, 3-year 4.38%, 5-year 1.70%, 10-year 1.82%.

STBFX returns trail the peer average of 1.66% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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