STDAX Mutual Fund

NAV$11.10

Returns Overview

1 Month
+0.36%
3 Months
+2.23%
6 Months
+2.69%
YTD
+2.69%
1 Year
+4.96%
3 Years (annualized)
+5.32%
5 Years (annualized)
+3.41%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STDAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+5.87%
vs Peers
-3.17%

STDAX Mutual Fund Performance

STDAX performance across multiple time periods: 1-month 0.36%, YTD 2.69%, 1-year 4.96%, 3-year 5.32%, 5-year 3.41%, 10-year 2.44%.

STDAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

STDAX performance comparison shows side-by-side returns with another fund. STDAX alternatives are available in the Mutual Fund Screener.