STMSX Mutual Fund

STMSX Mutual Fund

NAV$27.66
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Returns Overview

1 Month
-2.10%
3 Months
+3.07%
6 Months
+10.57%
YTD
+14.25%
1 Year
+25.08%
3 Years (annualized)
+13.48%
5 Years (annualized)
+7.09%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMSX 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)
+14.25%
Peer Avg (YTD)
+9.54%
vs Peers
+4.71%

STMSX Mutual Fund Performance

STMSX performance across multiple time periods: 1-month -2.10%, YTD 14.25%, 1-year 25.08%, 3-year 13.48%, 5-year 7.09%, 10-year 9.15%.

STMSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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