STXAX Mutual Fund

STXAX Mutual Fund

NAV$12.78
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Returns Overview

1 Month
+1.08%
3 Months
+3.09%
6 Months
+3.23%
YTD
+3.23%
1 Year
+8.15%
3 Years (annualized)
+4.69%
5 Years (annualized)
+1.28%
10 Years (annualized)
+2.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STXAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.23%
Peer Avg (YTD)
+1.79%
vs Peers
+1.45%

STXAX Mutual Fund Performance

STXAX performance across multiple time periods: 1-month 1.08%, YTD 3.23%, 1-year 8.15%, 3-year 4.69%, 5-year 1.28%, 10-year 2.45%.

STXAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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