STMPX Mutual Fund

NAV$28.05

Returns Overview

1 Month
+4.72%
3 Months
+17.63%
6 Months
+17.63%
YTD
+16.81%
1 Year
+28.52%
3 Years (annualized)
+15.03%
5 Years (annualized)
+7.17%
10 Years (annualized)
+9.87%

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
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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+16.81%
Peer Avg (YTD)
+10.82%
vs Peers
+5.99%

STMPX Mutual Fund Performance

STMPX performance across multiple time periods: 1-month 4.72%, YTD 16.81%, 1-year 28.52%, 3-year 15.03%, 5-year 7.17%, 10-year 9.87%.

STMPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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