STDAX Mutual Fund

STDAX Mutual Fund

NAV$10.97
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Returns Overview

1 Month
-0.45%
3 Months
-0.35%
6 Months
+0.85%
YTD
+1.30%
1 Year
+2.25%
3 Years (annualized)
+4.58%
5 Years (annualized)
+3.20%
10 Years (annualized)
+2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STDAX 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 Total Return
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+4.97%
vs Peers
-3.66%

STDAX Mutual Fund Performance

STDAX performance across multiple time periods: 1-month -0.45%, YTD 1.30%, 1-year 2.25%, 3-year 4.58%, 5-year 3.20%, 10-year 2.08%.

STDAX returns trail the peer average of 4.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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