STABX Mutual Fund

NAV$8.68

Returns Overview

1 Month
+0.18%
3 Months
+0.73%
6 Months
+0.96%
YTD
+0.96%
1 Year
+2.53%
3 Years (annualized)
+4.55%
5 Years (annualized)
+1.83%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STABX 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 Barclays 1-3 Year US Government/Credit Index(^BB3YUSGCI)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+3.23%
vs Peers
-2.26%

STABX Mutual Fund Performance

STABX performance across multiple time periods: 1-month 0.18%, YTD 0.96%, 1-year 2.53%, 3-year 4.55%, 5-year 1.83%, 10-year 1.93%.

STABX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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