STFBX Mutual Fund

NAV$102.32

Returns Overview

1 Month
+0.11%
3 Months
+2.41%
6 Months
+5.02%
YTD
+7.24%
1 Year
+21.98%
3 Years (annualized)
+12.69%
5 Years (annualized)
+8.34%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STFBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Intermediate Government/Credit Index(^BIGCI)
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+5.87%
vs Peers
+1.38%

STFBX Mutual Fund Performance

STFBX performance across multiple time periods: 1-month 0.11%, YTD 7.24%, 1-year 21.98%, 3-year 12.69%, 5-year 8.34%, 10-year 9.57%.

STFBX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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