STBRX Mutual Fund

STBRX Mutual Fund

NAV$7.98
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Returns Overview

1 Month
+0.25%
3 Months
-0.16%
6 Months
+0.21%
YTD
+0.69%
1 Year
+1.49%
3 Years (annualized)
+4.56%
5 Years (annualized)
+2.03%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STBRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
+1.93%
vs Peers
-1.24%

STBRX Mutual Fund Performance

STBRX performance across multiple time periods: 1-month 0.25%, YTD 0.69%, 1-year 1.49%, 3-year 4.56%, 5-year 2.03%, 10-year 1.86%.

STBRX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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