STBYX Mutual Fund

STBYX Mutual Fund

NAV$8.06
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Returns Overview

1 Month
+0.21%
3 Months
+0.50%
6 Months
+0.78%
YTD
+1.15%
1 Year
+3.71%
3 Years (annualized)
+5.34%
5 Years (annualized)
+2.51%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STBYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+0.12%
vs Peers
+1.03%

STBYX Mutual Fund Performance

STBYX performance across multiple time periods: 1-month 0.21%, YTD 1.15%, 1-year 3.71%, 3-year 5.34%, 5-year 2.51%, 10-year 2.43%.

STBYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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