STMGX Mutual Fund

STMGX Mutual Fund

NAV$27.72
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Returns Overview

1 Month
-3.13%
3 Months
+6.91%
6 Months
+9.44%
YTD
+10.09%
1 Year
+11.29%
3 Years (annualized)
+13.81%
5 Years (annualized)
+5.06%
10 Years (annualized)
+13.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMGX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.09%
Peer Avg (YTD)
+9.54%
vs Peers
+0.55%

STMGX Mutual Fund Performance

STMGX performance across multiple time periods: 1-month -3.13%, YTD 10.09%, 1-year 11.29%, 3-year 13.81%, 5-year 5.06%, 10-year 13.19%.

STMGX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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