STLAX Mutual Fund

NAV$10.43

Returns Overview

1 Month
-0.38%
3 Months
+5.36%
6 Months
+5.47%
YTD
+5.05%
1 Year
+11.16%
3 Years (annualized)
+10.34%
5 Years (annualized)
+4.66%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STLAX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+7.64%
vs Peers
-2.59%

STLAX Mutual Fund Performance

STLAX performance across multiple time periods: 1-month -0.38%, YTD 5.05%, 1-year 11.16%, 3-year 10.34%, 5-year 4.66%, 10-year 7.00%.

STLAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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