STDAX Mutual Fund

STDAX Mutual Fund

NAV$11.04
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Returns Overview

1 Month
+0.72%
3 Months
+0.45%
6 Months
+1.09%
YTD
+2.03%
1 Year
+2.62%
3 Years (annualized)
+4.61%
5 Years (annualized)
+3.24%
10 Years (annualized)
+2.33%

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)
+2.03%
Peer Avg (YTD)
+5.28%
vs Peers
-3.25%

STDAX Mutual Fund Performance

STDAX performance across multiple time periods: 1-month 0.72%, YTD 2.03%, 1-year 2.62%, 3-year 4.61%, 5-year 3.24%, 10-year 2.33%.

STDAX returns trail the peer average of 5.28% YTD. With an expense ratio of 0.96%, 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.