STIFX Mutual Fund

NAV$7.52

Returns Overview

1 Month
+0.29%
3 Months
-0.84%
6 Months
+4.20%
YTD
+3.59%
1 Year
+3.18%
3 Years (annualized)
-3.64%
5 Years (annualized)
+0.17%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STIFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Corporate - Investment Grade Index
This Mutual Fund (YTD)
+3.59%
Peer Avg (YTD)
+3.33%
vs Peers
+0.26%

STIFX Mutual Fund Performance

STIFX performance across multiple time periods: 1-month 0.29%, YTD 3.59%, 1-year 3.18%, 3-year -3.64%, 5-year 0.17%, 10-year 1.77%.

STIFX returns outperform the peer average of 3.33% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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