STBYX Mutual Fund

STBYX Mutual Fund

NAV$7.96
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Returns Overview

1 Month
+0.59%
3 Months
+0.26%
6 Months
+0.76%
YTD
+1.41%
1 Year
+2.30%
3 Years (annualized)
+5.19%
5 Years (annualized)
+2.63%
10 Years (annualized)
+2.39%

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)
+1.41%
Peer Avg (YTD)
+2.28%
vs Peers
-0.88%

STBYX Mutual Fund Performance

STBYX performance across multiple time periods: 1-month 0.59%, YTD 1.41%, 1-year 2.30%, 3-year 5.19%, 5-year 2.63%, 10-year 2.39%.

STBYX returns trail the peer average of 2.28% 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.