STBIX Mutual Fund

STBIX Mutual Fund

NAV$584.39
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Returns Overview

1 Month
-0.37%
3 Months
+2.23%
6 Months
+17.68%
YTD
+12.26%
1 Year
+15.40%
3 Years (annualized)
+20.69%
5 Years (annualized)
+12.46%
10 Years (annualized)
+14.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STBIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.26%
Peer Avg (YTD)
+7.91%
vs Peers
+4.35%

STBIX Mutual Fund Performance

STBIX performance across multiple time periods: 1-month -0.37%, YTD 12.26%, 1-year 15.40%, 3-year 20.69%, 5-year 12.46%, 10-year 14.98%.

STBIX returns outperform the peer average of 7.91% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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