STMDX Mutual Fund

NAV$38.31

Returns Overview

1 Month
+2.03%
3 Months
+10.42%
6 Months
+13.17%
YTD
+12.97%
1 Year
+12.41%
3 Years (annualized)
+7.17%
5 Years (annualized)
+2.16%
10 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMDX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+12.97%
Peer Avg (YTD)
+11.24%
vs Peers
+1.73%

STMDX Mutual Fund Performance

STMDX performance across multiple time periods: 1-month 2.03%, YTD 12.97%, 1-year 12.41%, 3-year 7.17%, 5-year 2.16%, 10-year 5.17%.

STMDX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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