STMPX Mutual Fund

STMPX Mutual Fund

NAV$27.07
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Returns Overview

1 Month
+2.15%
3 Months
-1.85%
6 Months
+1.23%
YTD
+12.24%
1 Year
+16.39%
3 Years (annualized)
+18.24%
5 Years (annualized)
+6.23%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMPX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.24%
Peer Avg (YTD)
+8.01%
vs Peers
+4.23%

STMPX Mutual Fund Performance

STMPX performance across multiple time periods: 1-month 2.15%, YTD 12.24%, 1-year 16.39%, 3-year 18.24%, 5-year 6.23%, 10-year 9.58%.

STMPX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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