STDFX Mutual Fund

NAV$43.81

Returns Overview

1 Month
-3.33%
3 Months
+12.75%
6 Months
+2.51%
YTD
+2.53%
1 Year
+7.24%
3 Years (annualized)
+16.62%
5 Years (annualized)
+7.98%
10 Years (annualized)
+14.54%

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+8.97%
vs Peers
-6.44%

STDFX Mutual Fund Performance

STDFX performance across multiple time periods: 1-month -3.33%, YTD 2.53%, 1-year 7.24%, 3-year 16.62%, 5-year 7.98%, 10-year 14.54%.

STDFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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