STBDX Mutual Fund

STBDX Mutual Fund

NAV$23.54
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Returns Overview

1 Month
-2.68%
3 Months
-2.28%
6 Months
-0.49%
YTD
-1.52%
1 Year
-0.75%
3 Years (annualized)
+2.93%
5 Years (annualized)
+0.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STBDX 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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
-1.52%
Peer Avg (YTD)
+0.50%
vs Peers
-2.02%

STBDX Mutual Fund Performance

STBDX performance across multiple time periods: 1-month -2.68%, YTD -1.52%, 1-year -0.75%, 3-year 2.93%, 5-year 0.82%.

STBDX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.61%, investors should weigh costs against performance when evaluating this mutual fund.

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