STHAX Mutual Fund

STHAX Mutual Fund

NAV$7.98
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Returns Overview

1 Month
+1.91%
3 Months
-0.62%
6 Months
-1.59%
YTD
-1.55%
1 Year
-1.60%
3 Years (annualized)
+5.88%
5 Years (annualized)
-0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STHAX 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 Corporate Bond Total Return USD Index(BBGUCBTRI)
This Mutual Fund (YTD)
-1.55%
Peer Avg (YTD)
+2.28%
vs Peers
-3.83%

STHAX Mutual Fund Performance

STHAX performance across multiple time periods: 1-month 1.91%, YTD -1.55%, 1-year -1.60%, 3-year 5.88%, 5-year -0.98%.

STHAX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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