STMBX Mutual Fund

STMBX Mutual Fund

NAV$12.24
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Returns Overview

1 Month
+4.40%
3 Months
+1.28%
6 Months
+6.94%
YTD
+11.57%
1 Year
+27.40%

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)
+11.57%
Peer Avg (YTD)
+4.75%
vs Peers
+6.82%

STMBX Mutual Fund Performance

STMBX performance across multiple time periods: 1-month 4.40%, YTD 11.57%, 1-year 27.40%.

STMBX returns outperform the peer average of 4.75% 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.