STMNX Mutual Fund

STMNX Mutual Fund

NAV$24.09
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Returns Overview

1 Month
+1.83%
3 Months
-0.13%
6 Months
-0.44%
YTD
+0.38%
1 Year
+0.37%
3 Years (annualized)
+2.47%
5 Years (annualized)
+0.31%

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
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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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
-0.87%
vs Peers
+1.25%

STMNX Mutual Fund Performance

STMNX performance across multiple time periods: 1-month 1.83%, YTD 0.38%, 1-year 0.37%, 3-year 2.47%, 5-year 0.31%.

STMNX returns outperform the peer average of -0.87% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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