STSGX Mutual Fund

NAV$14.24

Returns Overview

1 Month
+3.26%
3 Months
+20.88%
6 Months
+18.17%
YTD
+16.24%
1 Year
+28.14%
3 Years (annualized)
+17.57%
5 Years (annualized)
+12.65%
10 Years (annualized)
+22.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STSGX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.24%
Peer Avg (YTD)
+9.51%
vs Peers
+6.74%

STSGX Mutual Fund Performance

STSGX performance across multiple time periods: 1-month 3.26%, YTD 16.24%, 1-year 28.14%, 3-year 17.57%, 5-year 12.65%, 10-year 22.14%.

STSGX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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