STSAX Mutual Fund

STSAX Mutual Fund

NAV$6.93
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Returns Overview

1 Month
-0.43%
3 Months
+0.29%
6 Months
+10.55%
YTD
-1.54%
1 Year
+11.37%
3 Years (annualized)
+11.48%
5 Years (annualized)
+10.49%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STSAX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
-1.54%
Peer Avg (YTD)
+8.40%
vs Peers
-9.94%

STSAX Mutual Fund Performance

STSAX performance across multiple time periods: 1-month -0.43%, YTD -1.54%, 1-year 11.37%, 3-year 11.48%, 5-year 10.49%, 10-year 8.18%.

STSAX returns trail the peer average of 8.40% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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