STSCX Mutual Fund

NAV$44.97

Returns Overview

1 Month
+6.60%
3 Months
+17.81%
6 Months
+24.95%
YTD
+23.36%
1 Year
+38.28%
3 Years (annualized)
+19.69%
5 Years (annualized)
+11.55%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STSCX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+23.36%
Peer Avg (YTD)
+18.52%
vs Peers
+4.83%

STSCX Mutual Fund Performance

STSCX performance across multiple time periods: 1-month 6.60%, YTD 23.36%, 1-year 38.28%, 3-year 19.69%, 5-year 11.55%, 10-year 12.02%.

STSCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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