STPIX Mutual Fund

STPIX Mutual Fund

NAV$30.96
See how much of STPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.56%
3 Months
-1.30%
6 Months
+16.37%
YTD
+9.74%
1 Year
+15.59%
3 Years (annualized)
+21.91%
5 Years (annualized)
+16.07%
10 Years (annualized)
+22.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STPIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Science & Technology Funds Index(^LSTFI)
This Mutual Fund (YTD)
+9.74%
Peer Avg (YTD)
+14.35%
vs Peers
-4.61%

STPIX Mutual Fund Performance

STPIX performance across multiple time periods: 1-month 2.56%, YTD 9.74%, 1-year 15.59%, 3-year 21.91%, 5-year 16.07%, 10-year 22.16%.

STPIX returns trail the peer average of 14.35% YTD. With an expense ratio of 2.42%, investors should weigh costs against performance when evaluating this mutual fund.

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