STMCX Mutual Fund

STMCX Mutual Fund

NAV$10.00
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Returns Overview

1 Month
+0.10%
3 Months
-0.15%
6 Months
-0.99%
YTD
+0.20%
1 Year
+0.89%
3 Years (annualized)
+2.29%
5 Years (annualized)
+0.13%
10 Years (annualized)
+0.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
BLOOMBERG US 1-5 YEAR BLEND (1-6) MUNICIPAL BOND INDEX
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+0.15%
vs Peers
+0.05%

STMCX Mutual Fund Performance

STMCX performance across multiple time periods: 1-month 0.10%, YTD 0.20%, 1-year 0.89%, 3-year 2.29%, 5-year 0.13%, 10-year 0.53%.

STMCX returns outperform the peer average of 0.15% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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