STCAX Mutual Fund

STCAX Mutual Fund

NAV$18.32
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Returns Overview

1 Month
-1.94%
3 Months
+0.59%
6 Months
+2.40%
YTD
+0.65%
1 Year
+7.91%
3 Years (annualized)
+19.32%
5 Years (annualized)
+12.16%
10 Years (annualized)
+16.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STCAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+6.23%
vs Peers
-5.59%

STCAX Mutual Fund Performance

STCAX performance across multiple time periods: 1-month -1.94%, YTD 0.65%, 1-year 7.91%, 3-year 19.32%, 5-year 12.16%, 10-year 16.72%.

STCAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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