STMMX Mutual Fund

STMMX Mutual Fund

NAV$35.41
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Returns Overview

1 Month
-3.00%
3 Months
+1.87%
6 Months
+3.69%
YTD
+12.70%
1 Year
+10.33%
3 Years (annualized)
+8.09%
5 Years (annualized)
+0.93%
10 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMMX 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 US 3000 Index
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+9.10%
vs Peers
+3.61%

STMMX Mutual Fund Performance

STMMX performance across multiple time periods: 1-month -3.00%, YTD 12.70%, 1-year 10.33%, 3-year 8.09%, 5-year 0.93%, 10-year 5.17%.

STMMX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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