STFBX Mutual Fund

STFBX Mutual Fund

NAV$104.47
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Returns Overview

1 Month
+1.82%
3 Months
+2.07%
6 Months
+6.40%
YTD
+10.42%
1 Year
+18.50%
3 Years (annualized)
+12.65%
5 Years (annualized)
+7.87%
10 Years (annualized)
+9.61%

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
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
Bloomberg Intermediate Government/Credit Index(^BIGCI)
This Mutual Fund (YTD)
+10.42%
Peer Avg (YTD)
+6.28%
vs Peers
+4.14%

STFBX Mutual Fund Performance

STFBX performance across multiple time periods: 1-month 1.82%, YTD 10.42%, 1-year 18.50%, 3-year 12.65%, 5-year 7.87%, 10-year 9.61%.

STFBX returns outperform the peer average of 6.28% 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.