STISX Mutual Fund

STISX Mutual Fund

NAV$8.33
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Returns Overview

1 Month
-0.76%
3 Months
+0.16%
6 Months
+1.11%
YTD
+1.34%
1 Year
+5.80%
3 Years (annualized)
+7.21%
5 Years (annualized)
+2.27%
10 Years (annualized)
+3.93%

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)
+1.34%
Peer Avg (YTD)
+0.12%
vs Peers
+1.22%

STISX Mutual Fund Performance

STISX performance across multiple time periods: 1-month -0.76%, YTD 1.34%, 1-year 5.80%, 3-year 7.21%, 5-year 2.27%, 10-year 3.93%.

STISX returns outperform the peer average of 0.12% 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.