STBKX Mutual Fund

STBKX Mutual Fund

NAV$24.68
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Returns Overview

1 Month
-0.26%
3 Months
+0.12%
6 Months
+0.51%
YTD
+0.88%
1 Year
+3.67%
3 Years (annualized)
+3.46%
5 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STBKX 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)
+0.88%
Peer Avg (YTD)
+0.12%
vs Peers
+0.76%

STBKX Mutual Fund Performance

STBKX performance across multiple time periods: 1-month -0.26%, YTD 0.88%, 1-year 3.67%, 3-year 3.46%, 5-year 1.53%.

STBKX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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