STMUX Mutual Fund

STMUX Mutual Fund

NAV$3.66
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Returns Overview

1 Month
+0.26%
3 Months
+0.23%
6 Months
+0.19%
YTD
+1.24%
1 Year
+2.61%
3 Years (annualized)
+3.16%
5 Years (annualized)
+2.15%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMUX 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
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📉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
S&P Municipal Bond Short Index(^SAPISH:SP)
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+0.15%
vs Peers
+1.09%

STMUX Mutual Fund Performance

STMUX performance across multiple time periods: 1-month 0.26%, YTD 1.24%, 1-year 2.61%, 3-year 3.16%, 5-year 2.15%, 10-year 2.10%.

STMUX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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