STSCX Mutual Fund

STSCX Mutual Fund

NAV$42.27
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Returns Overview

1 Month
-2.87%
3 Months
+4.38%
6 Months
+14.14%
YTD
+21.37%
1 Year
+29.44%
3 Years (annualized)
+16.95%
5 Years (annualized)
+10.96%
10 Years (annualized)
+11.13%

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
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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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+21.37%
Peer Avg (YTD)
+15.31%
vs Peers
+6.06%

STSCX Mutual Fund Performance

STSCX performance across multiple time periods: 1-month -2.87%, YTD 21.37%, 1-year 29.44%, 3-year 16.95%, 5-year 10.96%, 10-year 11.13%.

STSCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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