STMIX Mutual Fund

STMIX Mutual Fund

NAV$12.24
See how much of STMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.40%
3 Months
+1.28%
6 Months
+6.94%
YTD
+11.57%
1 Year
+27.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMIX 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

This Mutual Fund (YTD)
+11.57%
Peer Avg (YTD)
+4.75%
vs Peers
+6.82%

STMIX Mutual Fund Performance

STMIX performance across multiple time periods: 1-month 4.40%, YTD 11.57%, 1-year 27.40%.

STMIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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