STMMX Mutual Fund

STMMX Mutual Fund

NAV$37.74
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Returns Overview

1 Month
+3.49%
3 Months
-4.86%
6 Months
-0.64%
YTD
+10.54%
1 Year
+11.25%
3 Years (annualized)
+11.25%
5 Years (annualized)
+0.58%
10 Years (annualized)
+5.74%

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
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📉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)
+10.54%
Peer Avg (YTD)
+7.23%
vs Peers
+3.32%

STMMX Mutual Fund Performance

STMMX performance across multiple time periods: 1-month 3.49%, YTD 10.54%, 1-year 11.25%, 3-year 11.25%, 5-year 0.58%, 10-year 5.74%.

STMMX returns outperform the peer average of 7.23% 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.