STFXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.21%
3 Months
+0.74%
6 Months
+1.24%
YTD
+2.57%
1 Year
+2.86%
3 Years (annualized)
+1.95%
5 Years (annualized)
+1.16%
10 Years (annualized)
+0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STFXX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
3-Month US T-Bills Index(SPUTB3M)
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+3.75%
vs Peers
-1.19%

STFXX Mutual Fund Performance

STFXX performance across multiple time periods: 1-month 0.21%, YTD 2.57%, 1-year 2.86%, 3-year 1.95%, 5-year 1.16%, 10-year 0.63%.

STFXX returns trail the peer average of 3.75% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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