STIIX Mutual Fund

STIIX Mutual Fund

NAV$8.59
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Returns Overview

1 Month
+0.71%
3 Months
+0.16%
6 Months
+0.57%
YTD
+1.00%
1 Year
+1.84%
3 Years (annualized)
+4.67%
5 Years (annualized)
+2.69%
10 Years (annualized)
+2.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STIIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/Credit Index(^BB3YUSGCI)
This Mutual Fund (YTD)
+1.00%
Peer Avg (YTD)
+0.72%
vs Peers
+0.28%

STIIX Mutual Fund Performance

STIIX performance across multiple time periods: 1-month 0.71%, YTD 1.00%, 1-year 1.84%, 3-year 4.67%, 5-year 2.69%, 10-year 2.26%.

STIIX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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