STBIX Mutual Fund

NAV$579.82

Returns Overview

1 Month
-0.98%
3 Months
+15.11%
6 Months
+10.04%
YTD
+9.81%
1 Year
+21.96%
3 Years (annualized)
+20.25%
5 Years (annualized)
+13.06%
10 Years (annualized)
+15.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STBIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+8.61%
vs Peers
+1.21%

STBIX Mutual Fund Performance

STBIX performance across multiple time periods: 1-month -0.98%, YTD 9.81%, 1-year 21.96%, 3-year 20.25%, 5-year 13.06%, 10-year 15.10%.

STBIX returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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