| STFBX | |
|---|---|
| Total return | +166.16% |
| Annualised (CAGR) | +10.29% |
| Volatility (annualised) | +10.49% |
| Sharpe (rf = 0) | 0.98 |
| Deepest drawdown | -22.74% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
| Dividend yield (12m distributions) | 6.54% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +166.16% in total (+10.29% a year), with a deepest drawdown of -22.74% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2022 (-10.24%), its best 2019 (+21.42%).
| Year | STFBX |
|---|---|
| 2026 | +10.79% |
| 2025 | +15.68% |
| 2024 | +15.03% |
| 2023 | +13.37% |
| 2022 | -10.24% |
| 2021 | +17.45% |
| 2020 | +13.66% |
| 2019 | +21.42% |
| 2018 | -3.52% |
| 2017 | +11.40% |
| 2016 | +1.85% |
+166.16% in total, which works out to +10.29% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -10.24% (net of fees, dividends reinvested). Its best year was 2019 (+21.42%).
-22.74%, from a peak on 2020-02-12 to a trough on 2020-03-23. From that trough it took 120 days (about 3.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 6.54% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say STFBX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -22.74% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.