STDFX Mutual Fund

STDFX Mutual Fund

NAV$43.39
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Returns Overview

1 Month
-0.48%
3 Months
-0.52%
6 Months
+3.74%
YTD
+2.05%
1 Year
+2.78%
3 Years (annualized)
+18.19%
5 Years (annualized)
+8.71%
10 Years (annualized)
+13.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STDFX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+6.23%
vs Peers
-4.19%

STDFX Mutual Fund Performance

STDFX performance across multiple time periods: 1-month -0.48%, YTD 2.05%, 1-year 2.78%, 3-year 18.19%, 5-year 8.71%, 10-year 13.85%.

STDFX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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