STFBX Mutual Fund

STFBX Mutual Fund

NAV$104.72
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Returns Overview

1 Month
-0.17%
3 Months
+2.17%
6 Months
+6.10%
YTD
+8.45%
1 Year
+19.00%
3 Years (annualized)
+14.48%
5 Years (annualized)
+9.37%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STFBX 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
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📉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
Bloomberg Intermediate Government/Credit Index(^BIGCI)
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+5.54%
vs Peers
+2.91%

STFBX Mutual Fund Performance

STFBX performance across multiple time periods: 1-month -0.17%, YTD 8.45%, 1-year 19.00%, 3-year 14.48%, 5-year 9.37%, 10-year 9.33%.

STFBX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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