STMDX Mutual Fund

STMDX Mutual Fund

NAV$38.11
See how much of STMDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.53%
3 Months
-4.76%
6 Months
-0.51%
YTD
+10.79%
1 Year
+11.56%
3 Years (annualized)
+11.53%
5 Years (annualized)
+0.83%
10 Years (annualized)
+6.06%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+7.23%
vs Peers
+3.56%

STMDX Mutual Fund Performance

STMDX performance across multiple time periods: 1-month 3.53%, YTD 10.79%, 1-year 11.56%, 3-year 11.53%, 5-year 0.83%, 10-year 6.06%.

STMDX returns outperform the peer average of 7.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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