STMEX Mutual Fund

STMEX Mutual Fund

NAV$23.96
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Returns Overview

1 Month
+1.80%
3 Months
-0.06%
6 Months
-0.32%
YTD
+0.60%
1 Year
+0.66%
3 Years (annualized)
+2.79%
5 Years (annualized)
+0.64%

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)
+0.60%
Peer Avg (YTD)
-0.87%
vs Peers
+1.47%

STMEX Mutual Fund Performance

STMEX performance across multiple time periods: 1-month 1.80%, YTD 0.60%, 1-year 0.66%, 3-year 2.79%, 5-year 0.64%.

STMEX returns outperform the peer average of -0.87% 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.