STRFX Mutual Fund

STRFX Mutual Fund

NAV$6.21
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Returns Overview

1 Month
-4.47%
3 Months
-7.41%
6 Months
-5.34%
YTD
-6.23%
1 Year
-6.93%
3 Years (annualized)
+3.37%
5 Years (annualized)
-3.23%
10 Years (annualized)
+0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STRFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Long Term Corporate Bond Index
This Mutual Fund (YTD)
-6.23%
Peer Avg (YTD)
+0.50%
vs Peers
-6.73%

STRFX Mutual Fund Performance

STRFX performance across multiple time periods: 1-month -4.47%, YTD -6.23%, 1-year -6.93%, 3-year 3.37%, 5-year -3.23%, 10-year 0.47%.

STRFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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