STPCX Mutual Fund

STPCX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
-2.15%
3 Months
+4.50%
6 Months
+7.18%
YTD
+6.42%
1 Year
+10.59%
3 Years (annualized)
+16.33%
5 Years (annualized)
+7.57%
10 Years (annualized)
+13.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STPCX 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)
+6.42%
Peer Avg (YTD)
+11.56%
vs Peers
-5.14%

STPCX Mutual Fund Performance

STPCX performance across multiple time periods: 1-month -2.15%, YTD 6.42%, 1-year 10.59%, 3-year 16.33%, 5-year 7.57%, 10-year 13.95%.

STPCX returns trail the peer average of 11.56% YTD. With an expense ratio of 3.42%, investors should weigh costs against performance when evaluating this mutual fund.

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