STMIX Mutual Fund

STMIX Mutual Fund

NAV$11.19
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Returns Overview

1 Month
-2.96%
3 Months
+3.87%
6 Months
+6.21%
YTD
+11.01%
1 Year
+16.64%

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
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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

This Mutual Fund (YTD)
+11.01%
Peer Avg (YTD)
+3.99%
vs Peers
+7.02%

STMIX Mutual Fund Performance

STMIX performance across multiple time periods: 1-month -2.96%, YTD 11.01%, 1-year 16.64%.

STMIX returns outperform the peer average of 3.99% 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.