STFGX Mutual Fund

STFGX Mutual Fund

NAV$150.18
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Returns Overview

1 Month
+0.49%
3 Months
+2.61%
6 Months
+5.60%
YTD
+13.94%
1 Year
+15.98%
3 Years (annualized)
+20.95%
5 Years (annualized)
+11.92%
10 Years (annualized)
+13.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STFGX 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(SPX)
This Mutual Fund (YTD)
+13.94%
Peer Avg (YTD)
+5.23%
vs Peers
+8.71%

STFGX Mutual Fund Performance

STFGX performance across multiple time periods: 1-month 0.49%, YTD 13.94%, 1-year 15.98%, 3-year 20.95%, 5-year 11.92%, 10-year 13.83%.

STFGX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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