STISX Mutual Fund

STISX Mutual Fund

NAV$8.07
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Returns Overview

1 Month
-3.24%
3 Months
-3.63%
6 Months
-1.32%
YTD
-1.59%
1 Year
+0.69%
3 Years (annualized)
+7.62%
5 Years (annualized)
+2.21%
10 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STISX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.59%
Peer Avg (YTD)
+0.50%
vs Peers
-2.09%

STISX Mutual Fund Performance

STISX performance across multiple time periods: 1-month -3.24%, YTD -1.59%, 1-year 0.69%, 3-year 7.62%, 5-year 2.21%, 10-year 3.80%.

STISX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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