STHTX Mutual Fund

STHTX Mutual Fund

NAV$5.72
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Returns Overview

1 Month
+0.18%
6 Months
+0.74%
YTD
+1.27%
1 Year
+8.06%
3 Years (annualized)
+0.96%
5 Years (annualized)
+3.20%
10 Years (annualized)
+3.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STHTX 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
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+1.28%
vs Peers
-0.00%

STHTX Mutual Fund Performance

STHTX performance across multiple time periods: 1-month 0.18%, YTD 1.27%, 1-year 8.06%, 3-year 0.96%, 5-year 3.20%, 10-year 3.47%.

STHTX returns trail the peer average of 1.28% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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