STCEX Mutual Fund

STCEX Mutual Fund

NAV$5.31
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Returns Overview

YTD
+6.63%
1 Year
+15.59%
3 Years (annualized)
+5.93%
5 Years (annualized)
+5.18%
10 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STCEX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+15.31%
vs Peers
-8.68%

STCEX Mutual Fund Performance

STCEX performance across multiple time periods: YTD 6.63%, 1-year 15.59%, 3-year 5.93%, 5-year 5.18%, 10-year 6.09%.

STCEX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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