STMEX Mutual Fund

STMEX Mutual Fund

NAV$23.36
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Returns Overview

1 Month
-1.52%
3 Months
-3.67%
6 Months
-1.01%
YTD
-1.18%
1 Year
-0.16%
3 Years (annualized)
+2.13%
5 Years (annualized)
+0.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMEX 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

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.18%
Peer Avg (YTD)
-3.84%
vs Peers
+2.66%

STMEX Mutual Fund Performance

STMEX performance across multiple time periods: 1-month -1.52%, YTD -1.18%, 1-year -0.16%, 3-year 2.13%, 5-year 0.34%.

STMEX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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