STCEX Mutual Fund

NAV$5.31

Returns Overview

6 Months
+8.59%
YTD
+6.63%
1 Year
+16.85%
3 Years (annualized)
+8.51%
5 Years (annualized)
+5.27%
10 Years (annualized)
+6.58%

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
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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+18.52%
vs Peers
-11.90%

STCEX Mutual Fund Performance

STCEX performance across multiple time periods: YTD 6.63%, 1-year 16.85%, 3-year 8.51%, 5-year 5.27%, 10-year 6.58%.

STCEX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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