STMPX Mutual Fund

STMPX Mutual Fund

NAV$28.03
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Returns Overview

1 Month
-2.09%
3 Months
+3.14%
6 Months
+10.69%
YTD
+14.36%
1 Year
+25.36%
3 Years (annualized)
+12.79%
5 Years (annualized)
+6.79%
10 Years (annualized)
+9.12%

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)
+14.36%
Peer Avg (YTD)
+9.54%
vs Peers
+4.82%

STMPX Mutual Fund Performance

STMPX performance across multiple time periods: 1-month -2.09%, YTD 14.36%, 1-year 25.36%, 3-year 12.79%, 5-year 6.79%, 10-year 9.12%.

STMPX returns outperform the peer average of 9.54% 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.