STBJX Mutual Fund

STBJX Mutual Fund

NAV$23.85
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Returns Overview

1 Month
+0.86%
3 Months
+0.64%
6 Months
+1.47%
YTD
+1.89%
1 Year
+3.69%
3 Years (annualized)
+3.95%
5 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STBJX 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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+2.15%
vs Peers
-0.26%

STBJX Mutual Fund Performance

STBJX performance across multiple time periods: 1-month 0.86%, YTD 1.89%, 1-year 3.69%, 3-year 3.95%, 5-year 1.83%.

STBJX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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