STMOX Mutual Fund

NAV$37.86

Returns Overview

1 Month
+1.95%
3 Months
+10.14%
6 Months
+12.62%
YTD
+12.45%
1 Year
+11.27%
3 Years (annualized)
+6.07%
5 Years (annualized)
+3.51%
10 Years (annualized)
+6.34%

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
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 US 3000 Index
This Mutual Fund (YTD)
+12.45%
Peer Avg (YTD)
+11.24%
vs Peers
+1.20%

STMOX Mutual Fund Performance

STMOX performance across multiple time periods: 1-month 1.95%, YTD 12.45%, 1-year 11.27%, 3-year 6.07%, 5-year 3.51%, 10-year 6.34%.

STMOX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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