STICX Mutual Fund

STICX Mutual Fund

NAV$7.51
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Returns Overview

1 Month
+0.34%
3 Months
-0.76%
6 Months
+4.67%
YTD
+4.41%
1 Year
+3.99%
3 Years (annualized)
-2.82%
5 Years (annualized)
+1.20%
10 Years (annualized)
+2.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STICX 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
Bloomberg US Corporate - Investment Grade Index
This Mutual Fund (YTD)
+4.41%
Peer Avg (YTD)
+3.33%
vs Peers
+1.07%

STICX Mutual Fund Performance

STICX performance across multiple time periods: 1-month 0.34%, YTD 4.41%, 1-year 3.99%, 3-year -2.82%, 5-year 1.20%, 10-year 2.74%.

STICX returns outperform the peer average of 3.33% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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