STFGX Mutual Fund

STFGX Mutual Fund

NAV$152.25
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Returns Overview

1 Month
-0.40%
3 Months
+0.82%
6 Months
+13.94%
YTD
+13.38%
1 Year
+18.65%
3 Years (annualized)
+17.54%
5 Years (annualized)
+11.53%
10 Years (annualized)
+13.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STFGX 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)
+13.38%
Peer Avg (YTD)
+8.67%
vs Peers
+4.72%

STFGX Mutual Fund Performance

STFGX performance across multiple time periods: 1-month -0.40%, YTD 13.38%, 1-year 18.65%, 3-year 17.54%, 5-year 11.53%, 10-year 13.26%.

STFGX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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