STCAX Mutual Fund

STCAX Mutual Fund

NAV$19.41
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Returns Overview

1 Month
+2.75%
3 Months
-2.85%
6 Months
+9.77%
YTD
+3.42%
1 Year
+9.53%
3 Years (annualized)
+20.73%
5 Years (annualized)
+11.99%
10 Years (annualized)
+15.61%

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)
+3.42%
Peer Avg (YTD)
+8.51%
vs Peers
-5.09%

STCAX Mutual Fund Performance

STCAX performance across multiple time periods: 1-month 2.75%, YTD 3.42%, 1-year 9.53%, 3-year 20.73%, 5-year 11.99%, 10-year 15.61%.

STCAX returns trail the peer average of 8.51% 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.