STCAX Mutual Fund

NAV$18.95

Returns Overview

1 Month
-3.58%
3 Months
+14.72%
6 Months
+2.30%
YTD
+2.64%
1 Year
+14.92%
3 Years (annualized)
+21.00%
5 Years (annualized)
+13.10%
10 Years (annualized)
+17.49%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.64%
Peer Avg (YTD)
+8.97%
vs Peers
-6.33%

STCAX Mutual Fund Performance

STCAX performance across multiple time periods: 1-month -3.58%, YTD 2.64%, 1-year 14.92%, 3-year 21.00%, 5-year 13.10%, 10-year 17.49%.

STCAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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