STTBX Mutual Fund

NAV$10.92

Returns Overview

1 Month
+0.60%
3 Months
+1.87%
6 Months
+1.75%
YTD
+1.66%
1 Year
+5.36%
3 Years (annualized)
+3.36%
5 Years (annualized)
+1.03%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STTBX 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
Boomberg Municipal 1-15 Year Blend (1-17) Index
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+0.38%
vs Peers
+1.28%

STTBX Mutual Fund Performance

STTBX performance across multiple time periods: 1-month 0.60%, YTD 1.66%, 1-year 5.36%, 3-year 3.36%, 5-year 1.03%, 10-year 1.83%.

STTBX returns outperform the peer average of 0.38% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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