STIKX Mutual Fund

STIKX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
+0.06%
3 Months
+0.52%
6 Months
+0.69%
YTD
+1.11%
1 Year
+2.62%
3 Years (annualized)
+4.51%
5 Years (annualized)
+3.18%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STIKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/Credit Index(^BB3YUSGCI)
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+0.12%
vs Peers
+0.99%

STIKX Mutual Fund Performance

STIKX performance across multiple time periods: 1-month 0.06%, YTD 1.11%, 1-year 2.62%, 3-year 4.51%, 5-year 3.18%, 10-year 2.21%.

STIKX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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