STFAX Mutual Fund

STFAX Mutual Fund

NAV$585.43
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Returns Overview

1 Month
-0.36%
3 Months
+2.26%
6 Months
+17.74%
YTD
+12.35%
1 Year
+15.51%
3 Years (annualized)
+20.81%
5 Years (annualized)
+12.57%
10 Years (annualized)
+15.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STFAX 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)
+12.35%
Peer Avg (YTD)
+7.91%
vs Peers
+4.43%

STFAX Mutual Fund Performance

STFAX performance across multiple time periods: 1-month -0.36%, YTD 12.35%, 1-year 15.51%, 3-year 20.81%, 5-year 12.57%, 10-year 15.09%.

STFAX returns outperform the peer average of 7.91% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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