STYJX Mutual Fund

NAV$11.00

Returns Overview

1 Month
-2.05%
3 Months
-1.61%
6 Months
-3.17%
YTD
-2.91%
1 Year
+4.22%
3 Years (annualized)
+4.87%
5 Years (annualized)
+0.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STYJX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.91%
Peer Avg (YTD)
+1.76%
vs Peers
-4.68%

STYJX Mutual Fund Performance

STYJX performance across multiple time periods: 1-month -2.05%, YTD -2.91%, 1-year 4.22%, 3-year 4.87%, 5-year 0.50%.

STYJX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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