STMOX Mutual Fund

STMOX Mutual Fund

NAV$34.96
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Returns Overview

1 Month
-3.09%
3 Months
+1.67%
6 Months
+3.28%
YTD
+12.14%
1 Year
+9.47%
3 Years (annualized)
+7.24%
5 Years (annualized)
+0.16%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMOX 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)
+12.14%
Peer Avg (YTD)
+9.10%
vs Peers
+3.05%

STMOX Mutual Fund Performance

STMOX performance across multiple time periods: 1-month -3.09%, YTD 12.14%, 1-year 9.47%, 3-year 7.24%, 5-year 0.16%, 10-year 4.43%.

STMOX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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