STOFX Mutual Fund

NAV$31.72

Returns Overview

1 Month
+2.11%
3 Months
+5.15%
6 Months
+28.09%
YTD
+18.61%
1 Year
+45.24%
3 Years (annualized)
+24.78%
5 Years (annualized)
+11.78%
10 Years (annualized)
+12.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STOFX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+18.61%
Peer Avg (YTD)
+17.27%
vs Peers
+1.34%

STOFX Mutual Fund Performance

STOFX performance across multiple time periods: 1-month 2.11%, YTD 18.61%, 1-year 45.24%, 3-year 24.78%, 5-year 11.78%, 10-year 12.79%.

STOFX returns outperform the peer average of 17.27% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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