STMOX Mutual Fund

STMOX Mutual Fund

NAV$37.28
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Returns Overview

1 Month
+2.91%
3 Months
+4.23%
6 Months
+13.98%
YTD
+15.72%
1 Year
+16.19%
3 Years (annualized)
+8.73%
5 Years (annualized)
+1.98%
10 Years (annualized)
+4.72%

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
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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)
+15.72%
Peer Avg (YTD)
+12.53%
vs Peers
+3.18%

STMOX Mutual Fund Performance

STMOX performance across multiple time periods: 1-month 2.91%, YTD 15.72%, 1-year 16.19%, 3-year 8.73%, 5-year 1.98%, 10-year 4.72%.

STMOX returns outperform the peer average of 12.53% 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.