STBJX Mutual Fund

STBJX Mutual Fund

NAV$24.74
See how much of STBJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.28%
3 Months
+0.18%
6 Months
+0.60%
YTD
+1.02%
1 Year
+3.93%
3 Years (annualized)
+3.71%
5 Years (annualized)
+1.77%

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
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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+0.12%
vs Peers
+0.90%

STBJX Mutual Fund Performance

STBJX performance across multiple time periods: 1-month -0.28%, YTD 1.02%, 1-year 3.93%, 3-year 3.71%, 5-year 1.77%.

STBJX returns outperform the peer average of 0.12% 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.