STBRX Mutual Fund

STBRX Mutual Fund

NAV$8.07
See how much of STBRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.04%
3 Months
+0.38%
6 Months
+0.41%
YTD
+0.85%
1 Year
+3.20%
3 Years (annualized)
+4.78%
5 Years (annualized)
+1.94%
10 Years (annualized)
+1.89%

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
PROUpgrade to run

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)
+0.85%
Peer Avg (YTD)
+0.12%
vs Peers
+0.73%

STBRX Mutual Fund Performance

STBRX performance across multiple time periods: 1-month 0.04%, YTD 0.85%, 1-year 3.20%, 3-year 4.78%, 5-year 1.94%, 10-year 1.89%.

STBRX returns outperform the peer average of 0.12% 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.