STLAX Mutual Fund

STLAX Mutual Fund

NAV$10.25
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Returns Overview

1 Month
+1.07%
3 Months
+0.48%
6 Months
+1.48%
YTD
+5.27%
1 Year
+6.71%
3 Years (annualized)
+12.56%
5 Years (annualized)
+3.41%
10 Years (annualized)
+5.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STLAX 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)
+5.27%
Peer Avg (YTD)
+6.71%
vs Peers
-1.44%

STLAX Mutual Fund Performance

STLAX performance across multiple time periods: 1-month 1.07%, YTD 5.27%, 1-year 6.71%, 3-year 12.56%, 5-year 3.41%, 10-year 5.99%.

STLAX returns trail the peer average of 6.71% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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