STPAX Mutual Fund

NAV$22.89
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Returns Overview

1 Month
-1.75%
3 Months
+21.21%
6 Months
+8.63%
YTD
+9.11%
1 Year
+18.17%
3 Years (annualized)
+16.41%
5 Years (annualized)
+7.47%
10 Years (annualized)
+14.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STPAX 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

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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
Lipper Science & Technology Funds Index(^LSTFI)
This Mutual Fund (YTD)
+9.11%
Peer Avg (YTD)
+16.06%
vs Peers
-6.95%

STPAX Mutual Fund Performance

STPAX performance across multiple time periods: 1-month -1.75%, YTD 9.11%, 1-year 18.17%, 3-year 16.41%, 5-year 7.47%, 10-year 14.77%.

STPAX returns trail the peer average of 16.06% YTD. With an expense ratio of 2.82%, investors should weigh costs against performance when evaluating this mutual fund.

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