STPAX Mutual Fund

STPAX Mutual Fund

NAV$22.57
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Returns Overview

1 Month
-2.14%
3 Months
+4.63%
6 Months
+7.40%
YTD
+6.77%
1 Year
+11.18%
3 Years (annualized)
+17.03%
5 Years (annualized)
+8.19%
10 Years (annualized)
+13.74%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Science & Technology Funds Index(^LSTFI)
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+11.56%
vs Peers
-4.79%

STPAX Mutual Fund Performance

STPAX performance across multiple time periods: 1-month -2.14%, YTD 6.77%, 1-year 11.18%, 3-year 17.03%, 5-year 8.19%, 10-year 13.74%.

STPAX returns trail the peer average of 11.56% YTD. With an expense ratio of 2.82%, investors should weigh costs against performance when evaluating this mutual fund.

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