STPIX Mutual Fund

NAV$29.99

Returns Overview

1 Month
-1.70%
3 Months
+21.33%
6 Months
+8.85%
YTD
+9.29%
1 Year
+18.65%
3 Years (annualized)
+23.63%
5 Years (annualized)
+17.19%
10 Years (annualized)
+23.15%

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

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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)
+9.29%
Peer Avg (YTD)
+16.06%
vs Peers
-6.77%

STPIX Mutual Fund Performance

STPIX performance across multiple time periods: 1-month -1.70%, YTD 9.29%, 1-year 18.65%, 3-year 23.63%, 5-year 17.19%, 10-year 23.15%.

STPIX returns trail the peer average of 16.06% YTD. With an expense ratio of 2.42%, investors should weigh costs against performance when evaluating this mutual fund.

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