STYJX Mutual Fund

STYJX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
-2.93%
3 Months
-3.80%
6 Months
-2.81%
YTD
-2.94%
1 Year
-2.04%
3 Years (annualized)
+4.58%
5 Years (annualized)
+0.09%
10 Years (annualized)
+2.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STYJX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.94%
Peer Avg (YTD)
-1.38%
vs Peers
-1.57%

STYJX Mutual Fund Performance

STYJX performance across multiple time periods: 1-month -2.93%, YTD -2.94%, 1-year -2.04%, 3-year 4.58%, 5-year 0.09%, 10-year 2.54%.

STYJX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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