STAYX Mutual Fund

STAYX Mutual Fund

NAV$8.52
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Returns Overview

1 Month
-3.77%
3 Months
-5.33%
6 Months
-2.54%
YTD
-2.27%
1 Year
-1.54%
3 Years (annualized)
+4.73%
5 Years (annualized)
+0.67%
10 Years (annualized)
+3.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STAYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Municipal Bond Index
This Mutual Fund (YTD)
-2.27%
Peer Avg (YTD)
+0.50%
vs Peers
-2.77%

STAYX Mutual Fund Performance

STAYX performance across multiple time periods: 1-month -3.77%, YTD -2.27%, 1-year -1.54%, 3-year 4.73%, 5-year 0.67%, 10-year 3.06%.

STAYX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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