STIKX Mutual Fund

STIKX Mutual Fund

NAV$8.63
See how much of STIKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.74%
3 Months
-0.39%
6 Months
+0.36%
YTD
+0.66%
1 Year
+1.55%
3 Years (annualized)
+4.62%
5 Years (annualized)
+2.01%
10 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STIKX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+0.66%
Peer Avg (YTD)
+0.50%
vs Peers
+0.16%

STIKX Mutual Fund Performance

STIKX performance across multiple time periods: 1-month -0.74%, YTD 0.66%, 1-year 1.55%, 3-year 4.62%, 5-year 2.01%, 10-year 2.22%.

STIKX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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