STIIX Mutual Fund

STIIX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
-0.79%
3 Months
-0.42%
6 Months
+0.12%
YTD
+0.28%
1 Year
+1.03%
3 Years (annualized)
+4.39%
5 Years (annualized)
+2.40%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STIIX 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
Bloomberg Barclays 1-3 Year US Government/Credit Index(^BB3YUSGCI)
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+0.50%
vs Peers
-0.21%

STIIX Mutual Fund Performance

STIIX performance across multiple time periods: 1-month -0.79%, YTD 0.28%, 1-year 1.03%, 3-year 4.39%, 5-year 2.40%, 10-year 2.15%.

STIIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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