STGXX Mutual Fund

STGXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.27%
3 Months
+0.83%
6 Months
+1.67%
YTD
+1.67%
1 Year
+3.64%
3 Years (annualized)
+4.37%
5 Years (annualized)
+3.33%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STGXX 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

This Mutual Fund (YTD)
+1.67%
Peer Avg (YTD)
+1.70%
vs Peers
-0.03%

STGXX Mutual Fund Performance

STGXX performance across multiple time periods: 1-month 0.27%, YTD 1.67%, 1-year 3.64%, 3-year 4.37%, 5-year 3.33%, 10-year 1.99%.

STGXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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