STMNX Mutual Fund

NAV$24.14

Returns Overview

1 Month
+1.03%
3 Months
+2.64%
6 Months
+2.45%
YTD
+2.41%
1 Year
+5.56%
3 Years (annualized)
+2.27%
5 Years (annualized)
+0.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMNX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+1.79%
vs Peers
+0.63%

STMNX Mutual Fund Performance

STMNX performance across multiple time periods: 1-month 1.03%, YTD 2.41%, 1-year 5.56%, 3-year 2.27%, 5-year 0.50%.

STMNX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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