STDAX Mutual Fund

STDAX Mutual Fund

NAV$11.10
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Returns Overview

1 Month
-0.08%
3 Months
+0.64%
6 Months
+2.24%
YTD
+1.58%
1 Year
+3.26%
3 Years (annualized)
+4.68%
5 Years (annualized)
+3.18%
10 Years (annualized)
+2.04%

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
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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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+5.54%
vs Peers
-3.96%

STDAX Mutual Fund Performance

STDAX performance across multiple time periods: 1-month -0.08%, YTD 1.58%, 1-year 3.26%, 3-year 4.68%, 5-year 3.18%, 10-year 2.04%.

STDAX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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