STCZX Mutual Fund

STCZX Mutual Fund

NAV$17.74
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Returns Overview

1 Month
-6.26%
3 Months
-2.05%
6 Months
-1.48%
YTD
-1.43%
1 Year
-3.18%
3 Years (annualized)
+21.75%
5 Years (annualized)
+11.01%
10 Years (annualized)
+15.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STCZX 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
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📉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)
-1.43%
Peer Avg (YTD)
+5.23%
vs Peers
-6.66%

STCZX Mutual Fund Performance

STCZX performance across multiple time periods: 1-month -6.26%, YTD -1.43%, 1-year -3.18%, 3-year 21.75%, 5-year 11.01%, 10-year 15.47%.

STCZX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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