STMMX Mutual Fund

NAV$38.14

Returns Overview

1 Month
+2.01%
3 Months
+10.37%
6 Months
+13.06%
YTD
+12.85%
1 Year
+12.16%
3 Years (annualized)
+6.91%
5 Years (annualized)
+4.28%
10 Years (annualized)
+6.76%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+12.85%
Peer Avg (YTD)
+11.24%
vs Peers
+1.61%

STMMX Mutual Fund Performance

STMMX performance across multiple time periods: 1-month 2.01%, YTD 12.85%, 1-year 12.16%, 3-year 6.91%, 5-year 4.28%, 10-year 6.76%.

STMMX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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