STFGX Mutual Fund

STFGX Mutual Fund

NAV$150.84
See how much of STFGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.26%
3 Months
+2.91%
6 Months
+7.80%
YTD
+11.04%
1 Year
+24.38%
3 Years (annualized)
+18.53%
5 Years (annualized)
+12.92%
10 Years (annualized)
+12.87%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.04%
Peer Avg (YTD)
+6.23%
vs Peers
+4.81%

STFGX Mutual Fund Performance

STFGX performance across multiple time periods: 1-month -1.26%, YTD 11.04%, 1-year 24.38%, 3-year 18.53%, 5-year 12.92%, 10-year 12.87%.

STFGX returns outperform the peer average of 6.23% 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.