STYAX Mutual Fund

STYAX Mutual Fund

NAV$10.62
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Returns Overview

1 Month
+0.09%
3 Months
-1.13%
6 Months
-2.46%
YTD
-0.60%
1 Year
+1.32%
3 Years (annualized)
+4.18%
5 Years (annualized)
-0.28%
10 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STYAX 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)
-0.60%
Peer Avg (YTD)
+0.56%
vs Peers
-1.16%

STYAX Mutual Fund Performance

STYAX performance across multiple time periods: 1-month 0.09%, YTD -0.60%, 1-year 1.32%, 3-year 4.18%, 5-year -0.28%, 10-year 2.13%.

STYAX returns trail the peer average of 0.56% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

STYAX vs another fund shows side-by-side returns. STYAX alternatives are available in the Mutual Fund Screener.