STPIX Mutual Fund

STPIX Mutual Fund

NAV$29.20
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Returns Overview

1 Month
-2.10%
3 Months
+4.79%
6 Months
+7.63%
YTD
+7.00%
1 Year
+11.67%
3 Years (annualized)
+17.51%
5 Years (annualized)
+8.64%
10 Years (annualized)
+15.09%

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
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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)
+7.00%
Peer Avg (YTD)
+11.56%
vs Peers
-4.56%

STPIX Mutual Fund Performance

STPIX performance across multiple time periods: 1-month -2.10%, YTD 7.00%, 1-year 11.67%, 3-year 17.51%, 5-year 8.64%, 10-year 15.09%.

STPIX returns trail the peer average of 11.56% 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.