STRFX Mutual Fund

NAV$6.54

Returns Overview

1 Month
-0.01%
3 Months
+2.23%
6 Months
+0.99%
YTD
+1.28%
1 Year
+4.18%
3 Years (annualized)
+3.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRFX 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 Long Term Corporate Bond Index
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+3.23%
vs Peers
-1.95%

STRFX Mutual Fund Performance

STRFX performance across multiple time periods: 1-month -0.01%, YTD 1.28%, 1-year 4.18%, 3-year 3.72%.

STRFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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