STMBX Mutual Fund

STMBX Mutual Fund

NAV$11.82
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Returns Overview

1 Month
-1.47%
3 Months
+2.25%
6 Months
+4.70%
YTD
+6.87%
1 Year
+26.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMBX 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

This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+2.39%
vs Peers
+4.48%

STMBX Mutual Fund Performance

STMBX performance across multiple time periods: 1-month -1.47%, YTD 6.87%, 1-year 26.63%.

STMBX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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