STMSX Mutual Fund

NAV$28.25

Returns Overview

1 Month
+4.70%
3 Months
+17.53%
6 Months
+17.48%
YTD
+16.70%
1 Year
+28.23%
3 Years (annualized)
+14.76%
5 Years (annualized)
+6.93%
10 Years (annualized)
+9.62%

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
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)
+16.70%
Peer Avg (YTD)
+10.82%
vs Peers
+5.88%

STMSX Mutual Fund Performance

STMSX performance across multiple time periods: 1-month 4.70%, YTD 16.70%, 1-year 28.23%, 3-year 14.76%, 5-year 6.93%, 10-year 9.62%.

STMSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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